Raymond James Financial
TAC icon

Raymond James Financial’s TransAlta TAC Stock Holding History

Raymond James 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
Q2 		$2.05M Buy
148,296
+82,387
+125% +$1.09M ﹤0.01% 3457
2026
Q1 		$863K Buy
65,909
+725
+1% +$9.34K ﹤0.01% 3967
2025
Q4 		$824K Buy
65,184
+2,713
+4% +$40.5K ﹤0.01% 3909
2025
Q3 		$854K Buy
62,471
+4,110
+7% +$50.6K ﹤0.01% 3781
2025
Q2 		$630K Sell
58,361
-1,023
-2% -$9.74K ﹤0.01% 3864
2025
Q1 		$555K Buy
59,384
+1,266
+2% +$14K ﹤0.01% 3880
2024
Q4 		$822K Buy
+58,118
New +$663K ﹤0.01% 3581

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Raymond James Financial's TAC Position: Q2 2026 in Review

Raymond James Financial increased its TransAlta (TAC) stake by 125% in Q2 2026, buying an estimated $1.09M and bringing the position to 148,296 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

Raymond James Financial first reported a position in TAC in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Raymond James Financial held 148,296 shares of TransAlta worth $2.05M as of Q2 2026.
  • Raymond James Financial bought 82,387 TransAlta shares in Q2 2026, an estimated $1.09M.
  • TransAlta made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3457 holding.
  • Raymond James Financial first reported a position in TransAlta in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.