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Integrated Wealth Concepts’s TransAlta TAC Stock Holding History

Integrated Wealth Concepts’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 		$456 Buy
+33
New +$436 ﹤0.01% 5656

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's TAC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TransAlta (TAC) in Q2 2026: 33 shares worth $456. The stake represents ﹤0.01% of the portfolio and ranks #5656 among its holdings.

178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Integrated Wealth Concepts held 33 shares of TransAlta worth $456 as of Q2 2026.
  • TransAlta was a new Integrated Wealth Concepts position in Q2 2026.
  • TransAlta made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5656 holding.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.