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Physician Wealth Advisors’s TransAlta TAC Stock Holding History

Physician Wealth Advisors’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 		$540 Buy
+39
New +$515 ﹤0.01% 2082
2025
Q2 		– Sell
-107
Closed -$1K – 1965
2025
Q1 		$1K Buy
+107
New +$1.19K ﹤0.01% 1059

Other funds holding TAC

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's TAC Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in TransAlta (TAC) in Q2 2026: 39 shares worth $540. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in TAC as recently as Q1 2025.

Physician Wealth Advisors first reported a position in TAC in Q1 2025 and has held it in 2 quarters since. The position peaked at $1K in Q1 2025. 11 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Physician Wealth Advisors held 39 shares of TransAlta worth $540 as of Q2 2026.
  • TransAlta was a new Physician Wealth Advisors position in Q2 2026.
  • TransAlta made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2082 holding.
  • Physician Wealth Advisors first reported a position in TransAlta in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's TransAlta position peaked at $1K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.