Merit Financial Group’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Merit Financial Group’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	$217K	Buy	5,560 +60	+1%	+$2.4K	﹤0.01%	2057
2026 Q1	$202K	Buy	+5,500	New	+$196K	﹤0.01%	1923
2024 Q4	–	Sell	-20,965	Closed	-$723K	–	1170
2024 Q3	$723K	Sell	20,965 -412	-2%	-$13.2K	0.02%	483
2024 Q2	$633K	Sell	21,377 -606	-3%	-$17.7K	0.01%	526
2024 Q1	$571K	Buy	21,983 +1,554	+8%	+$38.9K	0.01%	540
2023 Q4	$563K	Buy	20,429 +2,141	+12%	+$46.6K	0.02%	455
2023 Q3	$388K	Buy	18,288 +791	+5%	+$19K	0.01%	517
2023 Q2	$437K	Buy	17,497 +84	+0.5%	+$2.2K	0.01%	496
2023 Q1	$498K	Buy	17,413 +1,155	+7%	+$36.5K	0.02%	400
2022 Q4	$471K	Buy	+16,258	New	+$473K	0.02%	434

Other funds holding HASI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AHIA

Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Merit Financial Group's HASI Position: Q2 2026 in Review

Merit Financial Group increased its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 1.1% in Q2 2026, buying an estimated $2.4K and bringing the position to 5,560 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Merit Financial Group first reported a position in HASI in Q4 2022 and has held it in 10 quarters since. The position peaked at $723K in Q3 2024. 38 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

Merit Financial Group held 5,560 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $217K as of Q2 2026.
Merit Financial Group bought 60 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $2.4K.
Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2057 holding.
Merit Financial Group first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2022 and has held it in 10 quarters since.
Merit Financial Group's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $723K in Q3 2024.
38 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.