Action Point Financial Planning’s TransAlta TAC Stock Holding History

Action Point Financial Planning’s Portfolio TAC Stock Details TAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.66K	Buy	+338	New	+$4.46K	﹤0.01%	1850

Other funds holding TAC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Action Point Financial Planning's TAC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in TransAlta (TAC) in Q2 2026: 338 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings.

178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Action Point Financial Planning held 338 shares of TransAlta worth $4.66K as of Q2 2026.
TransAlta was a new Action Point Financial Planning position in Q2 2026.
TransAlta made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1850 holding.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.