Pinnacle Wealth Planning Services’s TAL Education Group TAL Stock Holding History

Pinnacle Wealth Planning Services’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	$13.8K	Sell	1,445 -146	-9%	-$1.53K	﹤0.01%	1943
2026 Q1	$18.1K	Sell	1,591 -676	-30%	-$7.61K	﹤0.01%	1744
2025 Q4	$24.7K	Buy	+2,267	New	+$25.7K	﹤0.01%	1620
2022 Q1	–	Sell	-10,754	Closed	-$42K	–	478
2021 Q4	$42K	Sell	10,754 -2,355	-18%	-$10.6K	0.01%	423
2021 Q3	$63K	Buy	+13,109	New	+$116K	0.01%	370
2021 Q1	–	Sell	-851	Closed	-$61K	–	1751
2020 Q4	$61K	Buy	+851	New	+$61.4K	0.01%	704

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 $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's TAL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its TAL Education Group (TAL) stake by 9.2% in Q2 2026, selling an estimated $1.53K and leaving 1,445 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Pinnacle Wealth Planning Services first reported a position in TAL in Q4 2020 and has held it in 6 quarters since. The position peaked at $63K in Q3 2021. 236 funds tracked by Wall St. Rank hold TAL as of Q2 2026.

Pinnacle Wealth Planning Services held 1,445 shares of TAL Education Group worth $13.8K as of Q2 2026.
Pinnacle Wealth Planning Services sold 146 TAL Education Group shares in Q2 2026, an estimated $1.53K.
TAL Education Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1943 holding.
Pinnacle Wealth Planning Services first reported a position in TAL Education Group in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's TAL Education Group position peaked at $63K in Q3 2021.
236 funds tracked by Wall St. Rank held TAL Education Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.