LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 932974
BOSTON, MA
Position in HASI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,925,153
+$674,105 QoQ
Shares Held
79,596
+11.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $10,877,750 across 11 Asset Management names. HASI ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
26,918 | $3,406,742 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
This page
|
79,596 | $2,925,153 | |
| 3 | BX |
Blackstone Inc.
|
12,457 | $1,432,430 | |
| 4 | KKR |
KKR & Co. Inc.
|
15,453 | $1,429,402 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
17,535 | $709,641 | |
| 6 | BLK |
BlackRock, Inc.
|
416 | $400,071 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
5,730 | $254,698 | |
| 8 | NTRS |
Northern Trust Corp
|
1,200 | $167,484 |
All Filings in HASI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,925,153 | 79,596 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,251,048 | 71,621 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,198,764 | 71,621 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,995,069 | 260,427 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,381,988 | 252,462 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,646,837 | 247,739 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,596,990 | 249,405 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,387,212 | 249,568 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,019,088 | 247,151 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,112,688 | 257,893 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,499,449 | 259,408 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,820,200 | 272,808 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $8,054,217 | 281,616 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,808,210 | 303,941 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $12,232,241 | 408,695 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $40,917,156 | 1,080,749 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $58,781,705 | 1,239,336 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $62,735,251 | 1,181,010 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,809,872 | 968,771 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,905,023 | 586,020 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||