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 Q3	$801K	Hold	66,059	–	–	0.07%	126
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%	-$9.5K	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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Guardian Partners's TAC Position: Q3 2026 in Review

Guardian Partners held its TransAlta (TAC) position steady in Q3 2026 at 66,059 shares worth $801K. The position accounts for 0.07% of the portfolio, ranked #126.

Guardian Partners first reported a position in TAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2024. 19 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

Guardian Partners held 66,059 shares of TransAlta worth $801K as of Q3 2026.
Guardian Partners left its TransAlta share count unchanged in Q3 2026.
TransAlta made up 0.07% of Guardian Partners's portfolio in Q3 2026, its #126 holding.
Guardian Partners first reported a position in TransAlta in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's TransAlta position peaked at $1.05M in Q4 2024.
19 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.