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SageView Advisory Group’s TAL Education Group TAL Stock Holding History

SageView Advisory Group’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
2025
Q4 		$3.01K Buy
+276
New +$3.13K ﹤0.01% 2122
2024
Q2 		– Sell
-31,900
Closed -$253K – 755
2024
Q1 		$253K Buy
+31,900
New +$397K 0.01% 457

Other funds holding TAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SageView Advisory Group's TAL Position: Q4 2025 in Review

SageView Advisory Group opened a new position in TAL Education Group (TAL) in Q4 2025: 276 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #2122 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in TAL as recently as Q1 2024.

SageView Advisory Group first reported a position in TAL in Q1 2024 and has held it in 2 quarters since. The position peaked at $253K in Q1 2024. 211 funds tracked by Wall St. Rank hold TAL as of Q4 2025.

  • SageView Advisory Group held 276 shares of TAL Education Group worth $3.01K as of Q4 2025.
  • TAL Education Group was a new SageView Advisory Group position in Q4 2025.
  • TAL Education Group made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2122 holding.
  • SageView Advisory Group first reported a position in TAL Education Group in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's TAL Education Group position peaked at $253K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held TAL Education Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.