Steward Partners Investment Advisory, LLC
Position in TAL — TAL Education Group
CIK 1723397
STAMFORD, CT
Position in TAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133
-$889 QoQ
Shares Held
14
-86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 234 holders
Holding Since
Dec 2024
4 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, 2026Steward Partners Investment Advisory, LLC holds $3,303,463 across 8 Education & Training Services names. TAL ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
|
31,731 | $1,357,134 | |
| 2 | LRN |
Stride, Inc.
|
15,492 | $1,336,030 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
|
11,049 | $507,259 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
2,752 | $88,064 | |
| 5 | COUR |
Coursera, Inc.
|
1,427 | $8,048 | |
| 6 | LOPE |
Grand Canyon Education, Inc.
|
46 | $6,583 | |
| 7 | SKIL |
Skillsoft Corp.
|
41 | $212 | |
| 8 | TAL |
TAL Education Group
This page
|
14 | $133 |
All Filings in TAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133 | 14 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $1,022 | 100 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,321 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,006 | 300 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||