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Aviso Financial’s TransAlta TAC Stock Holding History

Aviso Financial’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 		$9.24K Sell
668
-579
-46% -$7.65K ﹤0.01% 241
2026
Q1 		$16.4K Hold
1,247
– – ﹤0.01% 272
2025
Q4 		$15.8K Hold
1,247
– – ﹤0.01% 267
2025
Q3 		$17K Hold
1,247
– – ﹤0.01% 275
2025
Q2 		$13.4K Hold
1,247
– – ﹤0.01% 281
2025
Q1 		$11.6K Hold
1,247
– – ﹤0.01% 286
2024
Q4 		$17.6K Hold
1,247
– – ﹤0.01% 285
2024
Q3 		$12.9K Sell
1,247
-302
-19% -$2.51K ﹤0.01% 302
2024
Q2 		$10.9K Buy
+1,549
New +$10.6K ﹤0.01% 285

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Aviso Financial's TAC Position: Q2 2026 in Review

Aviso Financial reduced its TransAlta (TAC) stake by 46% in Q2 2026, selling an estimated $7.65K and leaving 668 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Aviso Financial first reported a position in TAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.6K in Q4 2024. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Aviso Financial held 668 shares of TransAlta worth $9.24K as of Q2 2026.
  • Aviso Financial sold 579 TransAlta shares in Q2 2026, an estimated $7.65K.
  • TransAlta made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #241 holding.
  • Aviso Financial first reported a position in TransAlta in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's TransAlta position peaked at $17.6K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.