AYAL Capital Advisors’s TransAlta TAC Stock Holding History

AYAL Capital Advisors’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	$899K	Hold	65,000	–	–	0.24%	42
2026 Q1	$852K	Buy	65,000 +39,400	+154%	+$508K	0.23%	51
2025 Q4	$324K	Sell	25,600 -230,600	-90%	-$3.44M	0.11%	42
2025 Q3	$3.5M	Buy	+256,200	New	+$3.15M	1.38%	29
2025 Q1	–	Sell	-452,300	Closed	-$6.4M	–	61
2024 Q4	$6.4M	Hold	452,300	–	–	1.64%	16
2024 Q3	$4.69M	Buy	+452,300	New	+$3.76M	1.6%	20

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

AYAL Capital Advisors's TAC Position: Q2 2026 in Review

AYAL Capital Advisors held its TransAlta (TAC) position steady in Q2 2026 at 65,000 shares worth $899K. The position accounts for 0.24% of the portfolio, ranked #42.

AYAL Capital Advisors first reported a position in TAC in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.4M in Q4 2024. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

AYAL Capital Advisors held 65,000 shares of TransAlta worth $899K as of Q2 2026.
AYAL Capital Advisors left its TransAlta share count unchanged in Q2 2026.
TransAlta made up 0.24% of AYAL Capital Advisors's portfolio in Q2 2026, its #42 holding.
AYAL Capital Advisors first reported a position in TransAlta in Q3 2024 and has held it in 6 quarters since.
AYAL Capital Advisors's TransAlta position peaked at $6.4M in Q4 2024.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on AYAL Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.