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 Q3	$1.03K	Buy	85 +46	+118%	+$584	﹤0.01%	1930
2026 Q2	$540	Buy	+39	New	+$515	﹤0.01%	2082
2025 Q2	–	Sell	-107	Closed	-$1K	–	1965
2025 Q1	$1K	Buy	+107	New	+$1.18K	﹤0.01%	1059

Other funds holding TAC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Forest Avenue Capital Management Miami, Florida $1.59B AUM 37.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Arvin Capital Management Austin, Texas $672M AUM 14.04% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.24B AUM 2.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Physician Wealth Advisors's TAC Position: Q3 2026 in Review

Physician Wealth Advisors increased its TransAlta (TAC) stake by 118% in Q3 2026, buying an estimated $584 and bringing the position to 85 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Physician Wealth Advisors first reported a position in TAC in Q1 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

Physician Wealth Advisors held 85 shares of TransAlta worth $1.03K as of Q3 2026.
Physician Wealth Advisors bought 46 TransAlta shares in Q3 2026, an estimated $584.
TransAlta made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1930 holding.
Physician Wealth Advisors first reported a position in TransAlta in Q1 2025 and has held it in 3 quarters since.
120 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.