Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

FDS

FactSet Research Systems Inc.Financial ServicesMkt Cap $8.9B

Distillfolio Position

2026-07-11

Long #13

Score +0.4108

Weight 4.1%

2026-04-10 → 2026-07-10

Analyst

BullishNeutralBearish

1 month

-0.8%

2 months

+13.3%

3 months

+17.4%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 34 funds

CITADEL ADVISORS LLC
$252.0M → $56.2M
-$195.8M
AQR CAPITAL MANAGEMENT LLC
$204.6M → $66.7M
-$137.9M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$49.1M → $82.0M
+$32.9M
MILLENNIUM MANAGEMENT LLC
$36.1M → $12.7M
-$23.4M
TWO SIGMA ADVISERS, LP
$23.1M → exited
-$23.1M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 51 managers

VANGUARD GROUP INC
$1.3B → exited
-$1.3B
BlackRock, Inc.
$879.8M → $613.2M
-$266.6M
LOOMIS SAYLES & CO L P
$433.9M → $320.7M
-$113.2M
GEODE CAPITAL MANAGEMENT, LLC
$306.6M → $247.5M
-$59.1M
FIRST TRUST ADVISORS LP
$64.1M → $10.5M
-$53.6M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 49 institutions

WELLS FARGO & COMPANY/MN
Bank
$346.2M → $150.4M
-$195.7M
NORGES BANK
Bank
$151.5M → exited
-$151.5M
STATE STREET CORP
Bank
$551.6M → $411.9M
-$139.7M
MORGAN STANLEY
Bank
$325.2M → $227.9M
-$97.3M
BANK OF MONTREAL /CAN/
Bank
$173.5M → $123.1M
-$50.3M

Analyst Ratings

2026-07-06 · 60d ·1 Bullish4 Bearish6 Neutral

Bearish
Barclays
2026-07-06
Underweight
Bearish
Wolfe Research
2026-07-02
Underperform
Bearish
Wells Fargo
2026-07-02
Underweight
Bullish
UBS
2026-07-02
Buy
Neutral
RBC Capital
2026-07-02
Sector Perform

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
-0.8%
3 months
from 2026-04-10
+17.4%
6 months
from 2026-01-08
-15.2%
9 months
from 2025-10-08
-11.0%
12 months
from 2025-07-10
-44.1%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
5.36M shares short
5.32d
-1.85d
2026-05-29
5.75M shares short
7.16d
+0.95d
2026-05-15
5.76M shares short
6.22d
-0.29d
2026-04-30
5.04M shares short
6.51d
+2.31d
2026-04-15
4.78M shares short
4.19d

Insider Transactions

—

No insider transactions

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF