Lee Financial
TAC icon

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
Q3 		$158K Hold
13,003
– – 0.02% 152
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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Pacifica Partners
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lee Financial's TAC Position: Q3 2026 in Review

Lee Financial held its TransAlta (TAC) position steady in Q3 2026 at 13,003 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #152.

Lee Financial first reported a position in TAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $180K in Q2 2026. 15 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

  • Lee Financial held 13,003 shares of TransAlta worth $158K as of Q3 2026.
  • Lee Financial left its TransAlta share count unchanged in Q3 2026.
  • TransAlta made up 0.02% of Lee Financial's portfolio in Q3 2026, its #152 holding.
  • Lee Financial first reported a position in TransAlta in Q1 2026 and has held it in 3 quarters since.
  • Lee Financial's TransAlta position peaked at $180K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.