Bell Investment Advisors’s TransAlta TAC Stock Holding History

Bell Investment 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	$581	Hold	42	–	–	﹤0.01%	1682
2026 Q1	$551	Buy	+42	New	+$541	﹤0.01%	1702
2025 Q4	–	Sell	-80	Closed	-$1.09K	–	1944
2025 Q3	$1.09K	Buy	80 +44	+122%	+$541	﹤0.01%	1534
2025 Q2	$389	Sell	36 -56	-61%	-$533	﹤0.01%	1808
2025 Q1	$861	Hold	92	–	–	﹤0.01%	1602
2024 Q4	$1.3K	Buy	92 +36	+64%	+$411	﹤0.01%	1496
2024 Q3	$581	Buy	+56	New	+$466	﹤0.01%	1747

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

Bell Investment Advisors's TAC Position: Q2 2026 in Review

Bell Investment Advisors held its TransAlta (TAC) position steady in Q2 2026 at 42 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Bell Investment Advisors first reported a position in TAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.3K in Q4 2024. 177 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Bell Investment Advisors held 42 shares of TransAlta worth $581 as of Q2 2026.
Bell Investment Advisors left its TransAlta share count unchanged in Q2 2026.
TransAlta made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1682 holding.
Bell Investment Advisors first reported a position in TransAlta in Q3 2024 and has held it in 7 quarters since.
Bell Investment Advisors's TransAlta position peaked at $1.3K in Q4 2024.
177 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.