Whittier Trust’s Ameresco AMRC Stock Holding History

Whittier Trust’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	-169	Closed	-$5.15K	–	1346
2025 Q4	$5.15K	Hold	169	–	–	﹤0.01%	1224
2025 Q3	$6.31K	Buy	+169	New	+$3.87K	﹤0.01%	1196

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Whittier Trust's AMRC Position: Q1 2026 in Review

Whittier Trust sold out of Ameresco (AMRC) in Q1 2026, closing a stake of 169 shares — an estimated $5.15K sold.

Whittier Trust first reported a position in AMRC in Q3 2025 and held it in 2 quarters. The position peaked at $6.31K in Q3 2025. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

Whittier Trust reported no remaining Ameresco position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 169 Ameresco shares in Q1 2026, an estimated $5.15K.
Whittier Trust first reported a position in Ameresco in Q3 2025 and held it in 2 quarters.
Whittier Trust's Ameresco position peaked at $6.31K in Q3 2025.
187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.