Guardian Partners’s TransAlta TAC Stock Holding History

Guardian Partners’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	$914K	Sell	66,059 -5,997	-8%	-$79.2K	0.08%	119
2026 Q1	$947K	Buy	72,056 +1	+0%	+$13	0.08%	119
2025 Q4	$903K	Sell	72,055 -953	-1%	-$14.2K	0.07%	133
2025 Q3	$1.01M	Sell	73,008 -1,947	-3%	-$23.9K	0.09%	113
2025 Q2	$795K	Sell	74,955 -999	-1%	-$9.51K	0.07%	124
2025 Q1	$629K	Sell	75,954 -3,374	-4%	-$37.4K	0.07%	121
2024 Q4	$1.05M	Buy	+79,328	New	+$905K	0.11%	106

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

Guardian Partners's TAC Position: Q2 2026 in Review

Guardian Partners reduced its TransAlta (TAC) stake by 8.3% in Q2 2026, selling an estimated $79.2K and leaving 66,059 shares worth $914K. The position accounts for 0.08% of the portfolio, ranked #119.

Guardian Partners first reported a position in TAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 177 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Guardian Partners held 66,059 shares of TransAlta worth $914K as of Q2 2026.
Guardian Partners sold 5,997 TransAlta shares in Q2 2026, an estimated $79.2K.
TransAlta made up 0.08% of Guardian Partners's portfolio in Q2 2026, its #119 holding.
Guardian Partners first reported a position in TransAlta in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's TransAlta position peaked at $1.05M in Q4 2024.
177 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.