Perigon Wealth Management, LLC

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in HASI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,384,322

+$307,547 QoQ

Shares Held

35,450

+21.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#161

of 402 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $27,782,823 across 39 Asset Management names. HASI ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	60,053	$7,066,436
2	AMP	Ameriprise Financial Inc	8,517	$3,907,258
3	BLK	BlackRock, Inc.	2,704	$2,600,058
4	BPRE	Bluerock Private Real Estate Fund	184,993	$2,406,758
5	HASI	HA Sustainable Infrastructure Capital, Inc. This page	35,450	$1,384,322
6	STT	State Street Corp	5,399	$915,670
7	BXSL	Blackstone Secured Lending Fund	29,213	$692,640
8	HNNA	Hennessy Advisors Inc	63,798	$647,549

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,384,322	35,450	+21.0%	Shares	Sole	2026-08-07
2026-03-31	$1,076,775	29,300	-4.4%	Shares	Sole	2026-04-10
2025-12-31	$963,266	30,648	+5.1%	Shares	Sole	2026-01-16
2025-09-30	$895,580	29,172	+2.8%	Shares	Sole	2025-10-17
2025-06-30	$761,937	28,367	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$826,965	28,282	-6.8%	Shares	Sole	2025-04-23
2024-12-31	$814,585	30,361	-4.4%	Shares	Sole	2025-01-22
2024-09-30	$1,094,353	31,748	+3.4%	Shares	Sole	2024-10-16
2024-06-30	$908,572	30,695	-0.9%	Shares	Sole	2024-08-02
2024-03-31	$879,775	30,978	-2.0%	Shares	Sole	2024-04-29
2023-12-31	$872,024	31,618	+0.2%	Shares	Sole	2024-01-29
2023-09-30	$669,050	31,559	-4.2%	Shares	Sole	2023-10-30
2023-06-30	$823,525	32,941	+221.8%	Shares	Sole	2023-08-02
2022-09-30	$306,363	10,236	—	Shares	Sole	2022-12-13
No filing history on record for this holder in this stock.