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

SVB Wealth’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
2025 Q2	–	Sell	-131	Closed	-$3.83K	–	990
2025 Q1	$3.83K	Buy	+131	New	+$3.71K	﹤0.01%	1086
2023 Q1	–	Sell	-7,247	Closed	-$210K	–	1044
2022 Q4	$210K	Buy	+7,247	New	+$211K	﹤0.01%	896
2021 Q4	–	Sell	-12,342	Closed	-$660K	–	875
2021 Q3	$660K	Buy	12,342 +2,981	+32%	+$170K	0.01%	509
2021 Q2	$526K	Buy	9,361 +1,545	+20%	+$80.3K	0.01%	562
2021 Q1	$439K	Buy	7,816 +3,460	+79%	+$208K	0.01%	564
2020 Q4	$276K	Buy	+4,356	New	+$223K	﹤0.01%	649

Other funds holding HASI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's HASI Position: Q2 2025 in Review

SVB Wealth sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q2 2025, closing a stake of 131 shares — an estimated $3.83K sold.

SVB Wealth first reported a position in HASI in Q4 2020 and held it in 6 quarters. The position peaked at $660K in Q3 2021. 352 funds tracked by Wall St. Rank hold HASI as of Q2 2025.

SVB Wealth reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 131 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2025, an estimated $3.83K.
SVB Wealth first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2020 and held it in 6 quarters.
SVB Wealth's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $660K in Q3 2021.
352 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.