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Larson Financial Group’s TransAlta TAC Stock Holding History

Larson Financial Group’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 		$9.83K Buy
711
+23
+3% +$304 ﹤0.01% 2417
2026
Q1 		$9.01K Buy
688
+326
+90% +$4.2K ﹤0.01% 2305
2025
Q4 		$4.58K Buy
362
+108
+43% +$1.61K ﹤0.01% 2492
2025
Q3 		$3.47K Buy
+254
New +$3.12K ﹤0.01% 2492

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

Larson Financial Group's TAC Position: Q2 2026 in Review

Larson Financial Group increased its TransAlta (TAC) stake by 3.3% in Q2 2026, buying an estimated $304 and bringing the position to 711 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Larson Financial Group first reported a position in TAC in Q3 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Larson Financial Group held 711 shares of TransAlta worth $9.83K as of Q2 2026.
  • Larson Financial Group bought 23 TransAlta shares in Q2 2026, an estimated $304.
  • TransAlta made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2417 holding.
  • Larson Financial Group first reported a position in TransAlta in Q3 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.