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SBI Securities’s TransAlta TAC Stock Holding History

SBI Securities’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 		$982 Sell
71
-2
-3% -$26 ﹤0.01% 2813
2026
Q1 		$956 Buy
73
+70
+2,333% +$902 ﹤0.01% 2672
2025
Q4 		$38 Sell
3
-10
-77% -$149 ﹤0.01% 3634
2025
Q3 		$178 Buy
13
+10
+333% +$123 ﹤0.01% 3354
2025
Q2 		$32 Hold
3
– – ﹤0.01% 3818
2025
Q1 		$28 Buy
3
+2
+200% +$22 ﹤0.01% 3790
2024
Q4 		$14 Buy
+1
New +$11 ﹤0.01% 3892

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

SBI Securities's TAC Position: Q2 2026 in Review

SBI Securities reduced its TransAlta (TAC) stake by 2.7% in Q2 2026, selling an estimated $26 and leaving 71 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

SBI Securities 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.

  • SBI Securities held 71 shares of TransAlta worth $982 as of Q2 2026.
  • SBI Securities sold 2 TransAlta shares in Q2 2026, an estimated $26.
  • TransAlta made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2813 holding.
  • SBI Securities 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 SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.