Raymond James Financial
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Raymond James Financial’s Ameresco AMRC Stock Holding History

Raymond James Financial’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,865
Closed -$201K – 5288
2025
Q4 		$201K Sell
6,865
-7,599
-53% -$267K ﹤0.01% 4792
2025
Q3 		$486K Buy
14,464
+2,308
+19% +$52.8K ﹤0.01% 4131
2025
Q2 		$185K Buy
+12,156
New +$159K ﹤0.01% 4555

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Raymond James Financial's AMRC Position: Q1 2026 in Review

Raymond James Financial sold out of Ameresco (AMRC) in Q1 2026, closing a stake of 6,865 shares — an estimated $201K sold.

Raymond James Financial first reported a position in AMRC in Q2 2025 and held it in 3 quarters. The position peaked at $486K in Q3 2025. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

  • Raymond James Financial reported no remaining Ameresco position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 6,865 Ameresco shares in Q1 2026, an estimated $201K.
  • Raymond James Financial first reported a position in Ameresco in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's Ameresco position peaked at $486K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.