Lee Financial’s TransAlta TAC Stock Holding History

Lee Financial’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	$180K	Buy	13,003 +3,000	+30%	+$39.6K	0.02%	160
2026 Q1	$132K	Buy	+10,003	New	+$129K	0.02%	143

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

Lee Financial's TAC Position: Q2 2026 in Review

Lee Financial increased its TransAlta (TAC) stake by 30% in Q2 2026, buying an estimated $39.6K and bringing the position to 13,003 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #160.

Lee Financial first reported a position in TAC in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Lee Financial held 13,003 shares of TransAlta worth $180K as of Q2 2026.
Lee Financial bought 3,000 TransAlta shares in Q2 2026, an estimated $39.6K.
TransAlta made up 0.02% of Lee Financial's portfolio in Q2 2026, its #160 holding.
Lee Financial first reported a position in TransAlta in Q1 2026 and has held it in 2 quarters since.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.