Compass Financial Management
HASI icon

Compass Financial Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Compass Financial 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
Q3 		$260K Hold
7,260
– – 0.03% 396
2026
Q2 		$284K Buy
+7,260
New +$290K 0.03% 363

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Morgan Stanley
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Invesco
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Amundi
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Compass Financial Management's HASI Position: Q3 2026 in Review

Compass Financial Management held its Hannon Armstrong Sustainable Infrastructure Capital (HASI) position steady in Q3 2026 at 7,260 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #396.

Compass Financial Management first reported a position in HASI in Q2 2026 and has held it in 2 quarters since. The position peaked at $284K in Q2 2026. 341 funds tracked by Wall St. Rank hold HASI as of Q3 2026.

  • Compass Financial Management held 7,260 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $260K as of Q3 2026.
  • Compass Financial Management left its Hannon Armstrong Sustainable Infrastructure Capital share count unchanged in Q3 2026.
  • Hannon Armstrong Sustainable Infrastructure Capital made up 0.03% of Compass Financial Management's portfolio in Q3 2026, its #396 holding.
  • Compass Financial Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $284K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.