RFP
AMRC icon

Root Financial Partners’s Ameresco AMRC Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-31
Closed -$791 – 542
2026
Q1 		$791 Buy
+31
New +$929 ﹤0.01% 2690

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's AMRC Position: Q2 2026 in Review

Root Financial Partners sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 31 shares — an estimated $791 sold.

Root Financial Partners first reported a position in AMRC in Q1 2026 and held it in 1 quarter. The position peaked at $791 in Q1 2026. 26 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Root Financial Partners reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 Ameresco shares in Q2 2026, an estimated $791.
  • Root Financial Partners first reported a position in Ameresco in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ameresco position peaked at $791 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.