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 $10.2B

Distillfolio Position

2026-10-10

Long #10

Score +0.2238

Weight 3.6%

2026-07-14 → 2026-10-09

Analyst

BullishNeutralBearish

1 month

+10.6%

2 months

+3.7%

3 months

+14.1%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 27 funds

AQR CAPITAL MANAGEMENT LLC
$66.7M → $385.5M
+$318.8M
MARSHALL WACE, LLP
$171.6M → $92.8M
-$78.8M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$82.0M → $138.3M
+$56.3M
TWO SIGMA INVESTMENTS, LP
$74.8M → $19.9M
-$54.9M
CITADEL ADVISORS LLC
$56.2M → $3.6M
-$52.6M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 62 managers

VANGUARD PORTFOLIO MANAGEMENT LLC
$0.0M → $409.8M
+$409.8M
Capital World Investors
$0.0M → $80.6M
+$80.6M
GEODE CAPITAL MANAGEMENT, LLC
$247.5M → $317.3M
+$69.8M
VANGUARD FIDUCIARY TRUST CO
$0.0M → $47.1M
+$47.1M
BlackRock, Inc.
$613.2M → $657.7M
+$44.5M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 50 institutions

BANK OF MONTREAL /CAN/
Bank
$123.1M → $40.8M
-$82.3M
WELLS FARGO & COMPANY/MN
Bank
$150.4M → $85.1M
-$65.4M
JANE STREET GROUP, LLC
Other
$10.4M → $63.9M
+$53.5M
NORGES BANK
Bank
$0.0M → $47.9M
+$47.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Other
$13.8M → $48.9M
+$35.0M

Analyst Ratings

2026-10-01 · 60d ·1 Bullish2 Bearish4 Neutral

Bearish
Wells Fargo
2026-10-01
Underweight
Neutral
Stifel
2026-10-01
Hold
Neutral
Deutsche Bank
2026-09-11
Hold
Neutral
Morgan Stanley
2026-09-10
Equal-Weight
Bullish
William Blair
2026-09-08
Outperform

Price Momentum

2025-10-09 → 2026-10-09

1 month
from 2026-09-11
+10.6%
3 months
from 2026-07-14
+14.1%
6 months
from 2026-04-13
+27.9%
9 months
from 2026-01-09
-1.1%
12 months
from 2025-10-09
+3.3%

Short Interest

2026-06-30 → 2026-08-31 · 5 periods

2026-08-31
4.47M shares short
5.28d
+0.48d
2026-08-14
3.59M shares short
4.79d
+0.92d
2026-07-31
3.96M shares short
3.88d
-1.20d
2026-07-15
5.02M shares short
5.08d
+0.07d
2026-06-30
5.30M shares short
5.00d

Insider Transactions

—

No insider transactions

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF