Pacifica Partners’s TransAlta TAC Stock Holding History

Pacifica Partners’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	$2.12K	Hold	175	–	–	﹤0.01%	376
2026 Q2	$2.34K	Hold	175	–	–	﹤0.01%	387
2026 Q1	$2.3K	Hold	175	–	–	﹤0.01%	405
2025 Q4	$2.26K	Hold	175	–	–	﹤0.01%	391
2025 Q3	$2.41K	Hold	175	–	–	﹤0.01%	451
2025 Q2	$1.86K	Hold	175	–	–	﹤0.01%	477
2025 Q1	$1.6K	Hold	175	–	–	﹤0.01%	464
2024 Q4	$2.45K	Hold	175	–	–	﹤0.01%	426
2024 Q3	$1.82K	Hold	175	–	–	﹤0.01%	460
2024 Q2	$1.22K	Buy	+175	New	+$1.2K	﹤0.01%	492
2024 Q1	–	Sell	-3,465	Closed	-$27.9K	–	554
2023 Q4	$27.9K	Hold	3,465	–	–	0.01%	262
2023 Q3	$29.6K	Buy	3,465 +3,065	+766%	+$29.8K	0.02%	237
2023 Q2	$3.74K	Sell	400 -1,000	-71%	-$9.38K	﹤0.01%	396
2023 Q1	$12.2K	Buy	1,400 +1,000	+250%	+$8.81K	0.01%	288
2022 Q4	$3.49K	Buy	+400	New	+$3.58K	﹤0.01%	387

Other funds holding TAC

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pacifica Partners's TAC Position: Q3 2026 in Review

Pacifica Partners held its TransAlta (TAC) position steady in Q3 2026 at 175 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Pacifica Partners first reported a position in TAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.6K in Q3 2023. 15 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

Pacifica Partners held 175 shares of TransAlta worth $2.12K as of Q3 2026.
Pacifica Partners left its TransAlta share count unchanged in Q3 2026.
TransAlta made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #376 holding.
Pacifica Partners first reported a position in TransAlta in Q4 2022 and has held it in 15 quarters since.
Pacifica Partners's TransAlta position peaked at $29.6K in Q3 2023.
15 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.