Cardinal Point Capital Management’s TransAlta TAC Stock Holding History

Cardinal Point Capital Management’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	$2.52M	Sell	182,560 -100	-0.1%	-$1.32K	0.14%	74
2026 Q1	$2.4M	Buy	182,660 +14,249	+8%	+$184K	0.15%	74
2025 Q4	$2.13M	Buy	168,411 +3,826	+2%	+$57.1K	0.14%	79
2025 Q3	$2.25M	Sell	164,585 -8,400	-5%	-$103K	0.16%	74
2025 Q2	$1.86M	Buy	172,985 +28,170	+19%	+$268K	0.15%	73
2025 Q1	$1.35M	Buy	+144,815	New	+$1.6M	0.12%	79

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

Cardinal Point Capital Management's TAC Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its TransAlta (TAC) stake by 0.05% in Q2 2026, selling an estimated $1.32K and leaving 182,560 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #74.

Cardinal Point Capital Management first reported a position in TAC in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Cardinal Point Capital Management held 182,560 shares of TransAlta worth $2.52M as of Q2 2026.
Cardinal Point Capital Management sold 100 TransAlta shares in Q2 2026, an estimated $1.32K.
TransAlta made up 0.14% of Cardinal Point Capital Management's portfolio in Q2 2026, its #74 holding.
Cardinal Point Capital Management first reported a position in TransAlta in Q1 2025 and has held it in 6 quarters since.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.