Northwest & Ethical Investments’s TAL Education Group TAL Stock Holding History

Northwest & Ethical Investments’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 Q1	$850K	Buy	+74,766	New	+$841K	0.02%	329
2021 Q3	–	Sell	-117,758	Closed	-$2.97M	–	429
2021 Q2	$2.97M	Buy	117,758 +59,786	+103%	+$2.67M	0.1%	198
2021 Q1	$3.12M	Buy	57,972 +22,743	+65%	+$1.66M	0.11%	214
2020 Q4	$2.52M	Hold	35,229	–	–	0.1%	222
2020 Q3	$2.68M	Buy	35,229 +6,238	+22%	+$470K	0.12%	207
2020 Q2	$1.98M	Buy	28,991 +4,344	+18%	+$248K	0.09%	235
2020 Q1	$1.31M	Buy	24,647 +4,116	+20%	+$221K	0.08%	262
2019 Q4	$990K	Hold	20,531	–	–	0.04%	324
2019 Q3	$703K	Buy	20,531 +802	+4%	+$27.9K	0.03%	328
2019 Q2	$752K	Buy	19,729 +1,077	+6%	+$38.9K	0.04%	331
2019 Q1	$673K	Hold	18,652	–	–	0.04%	334
2018 Q4	$498K	Buy	+18,652	New	+$495K	0.03%	342

Other funds holding TAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northwest & Ethical Investments's TAL Position: Q1 2026 in Review

Northwest & Ethical Investments opened a new position in TAL Education Group (TAL) in Q1 2026: 74,766 shares worth $850K. The stake represents 0.02% of the portfolio and ranks #329 among its holdings. This is a return to the name: Northwest & Ethical Investments previously reported a position in TAL as recently as Q2 2021.

Northwest & Ethical Investments first reported a position in TAL in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.12M in Q1 2021. 225 funds tracked by Wall St. Rank hold TAL as of Q1 2026.

Northwest & Ethical Investments held 74,766 shares of TAL Education Group worth $850K as of Q1 2026.
TAL Education Group was a new Northwest & Ethical Investments position in Q1 2026.
TAL Education Group made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #329 holding.
Northwest & Ethical Investments first reported a position in TAL Education Group in Q4 2018 and has held it in 12 quarters since.
Northwest & Ethical Investments's TAL Education Group position peaked at $3.12M in Q1 2021.
225 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.