ACA
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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
2025
Q1 		– Sell
-240,000
Closed -$3.4M – 62
2024
Q4 		$3.4M Buy
+240,000
New +$2.74M 0.87% 32

Other funds holding TAC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AYAL Capital Advisors's TAC Position: Q1 2026 in Review

AYAL Capital Advisors increased its TransAlta (TAC) stake by 154% in Q1 2026, buying an estimated $508K and bringing the position to 65,000 shares worth $852K. The position accounts for 0.23% of the portfolio, ranked #51.

AYAL Capital Advisors first reported a position in TAC in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.4M in Q4 2024. 178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

  • AYAL Capital Advisors held 65,000 shares of TransAlta worth $852K as of Q1 2026.
  • AYAL Capital Advisors bought 39,400 TransAlta shares in Q1 2026, an estimated $508K.
  • TransAlta made up 0.23% of AYAL Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • AYAL Capital Advisors first reported a position in TransAlta in Q3 2024 and has held it in 5 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 Q1 2026.

Based on AYAL Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.