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 Q3	$3.08K	Buy	+86	New	+$3.32K	﹤0.01%	2430
2026 Q2	–	Sell	-91	Closed	-$3.34K	–	1586
2026 Q1	$3.34K	Buy	+91	New	+$3.24K	﹤0.01%	2110

Other funds holding HASI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Root Financial Partners's HASI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q3 2026: 86 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #2430 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HASI as recently as Q1 2026.

Root Financial Partners first reported a position in HASI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.34K in Q1 2026. 341 funds tracked by Wall St. Rank hold HASI as of Q3 2026.

Root Financial Partners held 86 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $3.08K as of Q3 2026.
Hannon Armstrong Sustainable Infrastructure Capital was a new Root Financial Partners position in Q3 2026.
Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2430 holding.
Root Financial Partners first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2026 and has held it in 2 quarters since.
Root Financial Partners's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $3.34K in Q1 2026.
341 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.