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Purpose Unlimited Inc’s TransAlta TAC Stock Holding History

Purpose Unlimited Inc’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 		$6.76M Buy
514,589
+5,336
+1% +$68.7K 0.28% 63
2025
Q4 		$6.44M Buy
+509,253
New +$7.6M 0.29% 61

Other funds holding TAC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
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
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

Purpose Unlimited Inc's TAC Position: Q1 2026 in Review

Purpose Unlimited Inc increased its TransAlta (TAC) stake by 1% in Q1 2026, buying an estimated $68.7K and bringing the position to 514,589 shares worth $6.76M. The position accounts for 0.28% of the portfolio, ranked #63.

Purpose Unlimited Inc first reported a position in TAC in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

  • Purpose Unlimited Inc held 514,589 shares of TransAlta worth $6.76M as of Q1 2026.
  • Purpose Unlimited Inc bought 5,336 TransAlta shares in Q1 2026, an estimated $68.7K.
  • TransAlta made up 0.28% of Purpose Unlimited Inc's portfolio in Q1 2026, its #63 holding.
  • Purpose Unlimited Inc first reported a position in TransAlta in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.