Ballentine Partners’s TAL Education Group TAL Stock Holding History

Ballentine Partners’s Portfolio TAL Stock Details TAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.7K	Buy	+10,314	New	+$108K	﹤0.01%	1053
2026 Q1	–	Sell	-10,271	Closed	-$112K	–	1081
2025 Q4	$112K	Buy	+10,271	New	+$117K	﹤0.01%	960
2023 Q4	–	Sell	-16,426	Closed	-$150K	–	714
2023 Q3	$150K	Sell	16,426 -41	-0.2%	-$288	﹤0.01%	563
2023 Q2	$98.1K	Hold	16,467	–	–	﹤0.01%	582
2023 Q1	$106K	Hold	16,467	–	–	﹤0.01%	546
2022 Q4	$116K	Hold	16,467	–	–	﹤0.01%	484
2022 Q3	$81K	Buy	16,467 +319	+2%	+$1.58K	﹤0.01%	462
2022 Q2	$78K	Buy	16,148 +1,952	+14%	+$7.46K	﹤0.01%	425
2022 Q1	$43K	Buy	+14,196	New	+$43.6K	﹤0.01%	467

Other funds holding TAL

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ballentine Partners's TAL Position: Q2 2026 in Review

Ballentine Partners opened a new position in TAL Education Group (TAL) in Q2 2026: 10,314 shares worth $98.7K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in TAL as recently as Q4 2025.

Ballentine Partners first reported a position in TAL in Q1 2022 and has held it in 9 quarters since. The position peaked at $150K in Q3 2023. 10 funds tracked by Wall St. Rank hold TAL as of Q2 2026.

Ballentine Partners held 10,314 shares of TAL Education Group worth $98.7K as of Q2 2026.
TAL Education Group was a new Ballentine Partners position in Q2 2026.
TAL Education Group made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1053 holding.
Ballentine Partners first reported a position in TAL Education Group in Q1 2022 and has held it in 9 quarters since.
Ballentine Partners's TAL Education Group position peaked at $150K in Q3 2023.
10 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.