Position in TAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,105
-$669 QoQ
Shares Held
220
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 235 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Allworth Financial LP holds $308,115 across 18 Education & Training Services names. TAL ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
662 | $82,524 | |
| 2 | LAUR |
Laureate Education, Inc.
|
1,534 | $55,714 | |
| 3 | STRA |
Strategic Education, Inc.
|
640 | $49,036 | |
| 4 | COUR |
Coursera, Inc.
|
7,052 | $39,773 | |
| 5 | KLC |
KinderCare Learning Companies, Inc.
|
5,724 | $24,327 | |
| 6 | LRN |
Stride, Inc.
|
162 | $13,970 | |
| 7 | UTI |
Universal Technical Institute Inc
|
197 | $8,425 | |
| 8 | APEI |
American Public Education Inc
|
146 | $7,840 |
All Filings in TAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,105 | 220 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,774 | 244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,910 | 1,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,200 | 1,000 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,289 | 909 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,007 | 909 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,108 | 909 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,324 | 872 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,304 | 872 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,034 | 796 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,053 | 796 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,175 | 129 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $768 | 129 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $826 | 129 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $909 | 129 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $637 | 129 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $628 | 129 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||