Corient Private Wealth LLC

Position in TAL — TAL Education Group

CIK 1948780 MIAMI, FL

Position in TAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$617,527

+$60,201 QoQ

Shares Held

54,312

+6.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 94.94402710266607.ToString("F0")% Shared 0.ToString("F0")% None 5.055972897333922.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Corient Private Wealth LLC holds $24,020,987 across 10 Education & Training Services names. TAL ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVSA	Covista Inc.	135,986	$15,672,386
2	LOPE	Grand Canyon Education, Inc.	19,459	$3,308,613
3	COUR	Coursera, Inc.	338,780	$1,971,699
4	UTI	Universal Technical Institute Inc	31,105	$1,122,890
5	TAL	TAL Education Group This page	54,312	$617,527
6	STRA	Strategic Education, Inc.	5,940	$492,782
7	UDMY	Udemy, Inc.	68,219	$315,171
8	PRDO	PERDOCEO EDUCATION Corp	5,895	$219,352

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$617,527	54,312	+6.3%	Shares	Sole	2026-05-15
2025-12-31	$557,326	51,084	+1.4%	Shares	Sole	2026-03-09
2025-09-30	$564,132	50,369	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$509,252	49,829	+0.0%	Shares	Sole	2025-09-26
2025-03-31	$658,188	49,825	0.0%	Shares	Sole	2025-05-14
2024-12-31	$499,246	49,825	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$589,643	49,801	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$531,451	49,808	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$564,367	49,724	0.0%	Shares	Sole	2024-05-09
2023-12-31	$628,014	49,724	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$456,684	50,130	+0.3%	Shares	Sole	2023-11-03
2023-06-30	$297,946	49,991	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$319,801	49,891	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.