SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in TAL — TAL Education Group
CIK 1531593
NEW YORK, NY
Position in TAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,943
-$545 QoQ
Shares Held
2,084
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 235 holders
Holding Since
Jun 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Derivatives in TAL
reported options exposure · as of Mar 31, 2021CallValue
$3,231
CallShares
60
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $35,891 across 2 Education & Training Services names. TAL ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
This page
|
2,084 | $19,943 | |
| 2 | APEI |
American Public Education Inc
|
297 | $15,948 |
All Filings in TAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,943 | 2,084 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,488 | 1,802 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $8,727 | 854 | Shares | Sole | 2025-08-12 | |
| 2022-12-31 | $211,500 | 30,000 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $3,231 | 60 | Call | Sole | 2021-04-14 | |
| 2020-06-30 | $348,738 | 5,100 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $20,514 | 300 | Put | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||