SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in TAL — TAL Education Group

CIK 1531593 NEW YORK, NY

Back to TAL Full portfolio

Position in TAL

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$20,488

+$11,761 QoQ

Shares Held

1,802

+111.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in TAL Over Time

Shares Held

Position Value (USD)

Derivatives in TAL

reported options exposure · as of Mar 31, 2021

CallValue

$3,231

CallShares

PutValue

PutShares

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 Mar 31, 2026

SUMMIT SECURITIES GROUP LLC holds $47,230 across 3 Education & Training Services names. TAL ranks #2 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRN	Stride, Inc.	243	$21,425
2	TAL	TAL Education Group This page	1,802	$20,488
3	UDMY	Udemy, Inc.	1,151	$5,317

All Filings in TAL

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,488	1,802	+111.0%	Shares	Sole	2026-04-30
2025-06-30	$8,727	854	-97.2%	Shares	Sole	2025-08-12
2022-12-31	$211,500	30,000	+49900.0%	Shares	Sole	2023-02-13
2021-03-31	$3,231	60	-98.8%	Call	Sole	2021-04-14
2020-06-30	$348,738	5,100	+1600.0%	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.