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Root Financial Partners’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Root Financial Partners’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
-91
Closed -$3.34K – 1586
2026
Q1 		$3.34K Buy
+91
New +$3.24K ﹤0.01% 2110

Other funds holding HASI

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Vanguard Portfolio Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's HASI Position: Q2 2026 in Review

Root Financial Partners sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q2 2026, closing a stake of 91 shares — an estimated $3.34K sold.

Root Financial Partners first reported a position in HASI in Q1 2026 and held it in 1 quarter. The position peaked at $3.34K in Q1 2026. 407 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

  • Root Financial Partners reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 91 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $3.34K.
  • Root Financial Partners first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $3.34K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.