Value Aligned Research Advisors’s TransAlta TAC Stock Holding History

Value Aligned Research 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	$29.6M	Sell	2,139,907 -456,366	-18%	-$6.03M	0.07%	84
2026 Q1	$34.1M	Buy	+2,596,273	New	+$33.4M	0.16%	62
2025 Q4	–	Sell	-745,013	Closed	-$10.2M	–	89
2025 Q3	$10.2M	Buy	745,013 +111,426	+18%	+$1.37M	0.12%	59
2025 Q2	$6.84M	Buy	+633,587	New	+$6.03M	0.14%	55

Other funds holding TAC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Value Aligned Research Advisors's TAC Position: Q2 2026 in Review

Value Aligned Research Advisors reduced its TransAlta (TAC) stake by 18% in Q2 2026, selling an estimated $6.03M and leaving 2,139,907 shares worth $29.6M. The position accounts for 0.07% of the portfolio, ranked #84.

Value Aligned Research Advisors first reported a position in TAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.1M in Q1 2026. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Value Aligned Research Advisors held 2,139,907 shares of TransAlta worth $29.6M as of Q2 2026.
Value Aligned Research Advisors sold 456,366 TransAlta shares in Q2 2026, an estimated $6.03M.
TransAlta made up 0.07% of Value Aligned Research Advisors's portfolio in Q2 2026, its #84 holding.
Value Aligned Research Advisors first reported a position in TransAlta in Q2 2025 and has held it in 4 quarters since.
Value Aligned Research Advisors's TransAlta position peaked at $34.1M in Q1 2026.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.