Avior Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Avior Wealth Management’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,432	Closed	-$236K	–	834
2026 Q1	$236K	Buy	6,432 +4	+0.1%	+$142	0.01%	749
2025 Q4	$202K	Buy	+6,428	New	+$202K	0.01%	718
2025 Q1	–	Sell	-6,091	Closed	-$163K	–	1419
2024 Q4	$163K	Buy	6,091 +70	+1%	+$2.19K	0.01%	761
2024 Q3	$208K	Buy	6,021 +75	+1%	+$2.41K	0.01%	682
2024 Q2	$176K	Buy	5,946 +73	+1%	+$2.13K	0.01%	704
2024 Q1	$167K	Buy	5,873 +116	+2%	+$2.9K	0.01%	767
2023 Q4	$159K	Buy	+5,757	New	+$125K	0.01%	550
2023 Q3	–	Sell	-93	Closed	-$2.33K	–	1626
2023 Q2	$2.33K	Hold	93	–	–	﹤0.01%	1342
2023 Q1	$2.66K	Buy	+93	New	+$2.94K	﹤0.01%	1361

Other funds holding HASI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's HASI Position: Q2 2026 in Review

Avior Wealth Management sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q2 2026, closing a stake of 6,432 shares — an estimated $236K sold.

Avior Wealth Management first reported a position in HASI in Q1 2023 and held it in 9 quarters. The position peaked at $236K in Q1 2026. 403 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

Avior Wealth Management reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 6,432 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $236K.
Avior Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2023 and held it in 9 quarters.
Avior Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $236K in Q1 2026.
403 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.