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USA Financial Formulas’s Ameresco AMRC Stock Holding History

USA Financial Formulas’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
-526
Closed -$15.4K – 442
2025
Q4 		$15.4K Buy
+526
New +$18.5K ﹤0.01% 276
2021
Q2 		– Sell
-2,934
Closed -$143K – 371
2021
Q1 		$143K Buy
2,934
+1,700
+138% +$93.7K 0.12% 151
2020
Q4 		$64K Sell
1,234
-4,188
-77% -$180K 0.05% 167
2020
Q3 		$181K Buy
+5,422
New +$164K 0.14% 103

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

USA Financial Formulas's AMRC Position: Q1 2026 in Review

USA Financial Formulas sold out of Ameresco (AMRC) in Q1 2026, closing a stake of 526 shares — an estimated $15.4K sold.

USA Financial Formulas first reported a position in AMRC in Q3 2020 and held it in 4 quarters. The position peaked at $181K in Q3 2020. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

  • USA Financial Formulas reported no remaining Ameresco position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 526 Ameresco shares in Q1 2026, an estimated $15.4K.
  • USA Financial Formulas first reported a position in Ameresco in Q3 2020 and held it in 4 quarters.
  • USA Financial Formulas's Ameresco position peaked at $181K in Q3 2020.
  • 187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.