RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 749044
WEST HARTFORD, CT
Position in HASI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$964,871
+$135,905 QoQ
Shares Held
26,255
-0.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $20,608,061 across 13 Asset Management names. HASI ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,865 | $13,334,109 | |
| 2 | BX |
Blackstone Inc.
|
39,411 | $4,531,870 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
This page
|
26,255 | $964,871 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
57,204 | $788,843 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
15,550 | $582,192 | |
| 6 | STT |
State Street Corp
|
1,175 | $148,708 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
4,046 | $88,566 | |
| 8 | RJF |
Raymond James Financial Inc
|
452 | $65,445 |
All Filings in HASI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,871 | 26,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $828,966 | 26,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $786,687 | 25,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $668,679 | 24,895 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $624,566 | 21,360 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $244,555 | 9,115 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $341,942 | 9,920 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $292,152 | 9,870 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $292,378 | 10,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $228,196 | 8,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $175,408 | 8,274 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $184,700 | 7,388 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $35,378 | 1,237 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $190,311 | 6,567 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $173,115 | 5,784 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $212,167 | 5,604 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $192,281 | 4,054 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $146,823 | 2,764 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $100,595 | 1,881 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $105,225 | 1,874 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||