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 Q2	$2.5M	Buy	261,336 +186,570	+250%	+$1.96M	0.06%	187
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 $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TPC

Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwest & Ethical Investments's TAL Position: Q2 2026 in Review

Northwest & Ethical Investments increased its TAL Education Group (TAL) stake by 250% in Q2 2026, buying an estimated $1.96M and bringing the position to 261,336 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #187.

Northwest & Ethical Investments first reported a position in TAL in Q4 2018 and has held it in 13 quarters since. The position peaked at $3.12M in Q1 2021. 235 funds tracked by Wall St. Rank hold TAL as of Q2 2026.

Northwest & Ethical Investments held 261,336 shares of TAL Education Group worth $2.5M as of Q2 2026.
Northwest & Ethical Investments bought 186,570 TAL Education Group shares in Q2 2026, an estimated $1.96M.
TAL Education Group made up 0.06% of Northwest & Ethical Investments's portfolio in Q2 2026, its #187 holding.
Northwest & Ethical Investments first reported a position in TAL Education Group in Q4 2018 and has held it in 13 quarters since.
Northwest & Ethical Investments's TAL Education Group position peaked at $3.12M in Q1 2021.
235 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.