Rise Advisors’s Ameresco AMRC Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-82	Closed	-$2.75K	–	172
2025 Q3	$2.75K	Hold	82	–	–	﹤0.01%	1167
2025 Q2	$1.25K	Buy	+82	New	+$1.07K	﹤0.01%	1254

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Rise Advisors's AMRC Position: Q4 2025 in Review

Rise Advisors sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 82 shares — an estimated $2.75K sold.

Rise Advisors first reported a position in AMRC in Q2 2025 and held it in 2 quarters. The position peaked at $2.75K in Q3 2025. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

Rise Advisors reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 82 Ameresco shares in Q4 2025, an estimated $2.75K.
Rise Advisors first reported a position in Ameresco in Q2 2025 and held it in 2 quarters.
Rise Advisors's Ameresco position peaked at $2.75K in Q3 2025.
189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.