Position in TAL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$114,380
-$23,447 QoQ
Shares Held
11,952
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 235 holders
Holding Since
Dec 2021
18 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, 2026Sequoia Financial Advisors, LLC holds $808,128 across 4 Education & Training Services names. TAL ranks #3 (14.2% of the industry book) .
All Filings in TAL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,380 | 11,952 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $137,827 | 12,122 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $146,270 | 13,407 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $147,056 | 13,130 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $134,086 | 13,120 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $175,375 | 13,276 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $166,291 | 16,596 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $181,625 | 15,340 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $139,488 | 13,073 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $146,925 | 12,945 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $163,495 | 12,945 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $156,382 | 17,166 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $100,539 | 16,869 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $108,130 | 16,869 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $122,959 | 17,441 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $80,871 | 16,606 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $43,798 | 14,551 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,696 | 11,882 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||