TWD
AMRC icon

True Wealth Design’s Ameresco AMRC Stock Holding History

True Wealth Design’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
Q3 		$311 Buy
+15
New +$353 ﹤0.01% 2260

Other funds holding AMRC

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's AMRC Position: Q3 2026 in Review

True Wealth Design opened a new position in Ameresco (AMRC) in Q3 2026: 15 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #2260 among its holdings.

7 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

  • True Wealth Design held 15 shares of Ameresco worth $311 as of Q3 2026.
  • Ameresco was a new True Wealth Design position in Q3 2026.
  • Ameresco made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2260 holding.
  • 7 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.