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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
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
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's TAL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its TAL Education Group (TAL) stake by 30% in Q1 2026, selling an estimated $7.61K and leaving 1,591 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Pinnacle Wealth Planning Services first reported a position in TAL in Q4 2020 and has held it in 5 quarters since. The position peaked at $63K in Q3 2021. 225 funds tracked by Wall St. Rank hold TAL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,591 shares of TAL Education Group worth $18.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 676 TAL Education Group shares in Q1 2026, an estimated $7.61K.
  • TAL Education Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1744 holding.
  • Pinnacle Wealth Planning Services first reported a position in TAL Education Group in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's TAL Education Group position peaked at $63K in Q3 2021.
  • 225 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.