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 Q1	$132K	Buy	+10,003	New	+$129K	0.02%	143

Other funds holding TAC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Lee Financial's TAC Position: Q1 2026 in Review

Lee Financial opened a new position in TransAlta (TAC) in Q1 2026: 10,003 shares worth $132K. The stake represents 0.02% of the portfolio and ranks #143 among its holdings.

178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

Lee Financial held 10,003 shares of TransAlta worth $132K as of Q1 2026.
TransAlta was a new Lee Financial position in Q1 2026.
TransAlta made up 0.02% of Lee Financial's portfolio in Q1 2026, its #143 holding.
178 funds tracked by Wall St. Rank held TransAlta as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.