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

TROW

T. Rowe Price Group, Inc.Financial ServicesMkt Cap $23.7B

Distillfolio Position

2026-08-14

Long #20

Score +0.0389

Weight 1.6%

2026-05-14 → 2026-08-13

Analyst

BullishNeutralBearish

1 month

-6.4%

2 months

+2.5%

3 months

+10.0%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 25 funds

Squarepoint Ops LLC
$115.7M → exited
-$115.7M
TWO SIGMA INVESTMENTS, LP
$89.1M → exited
-$89.1M
VOLORIDGE INVESTMENT MANAGEMENT, LLC
$77.2M → exited
-$77.2M
CITADEL ADVISORS LLC
$70.3M → exited
-$70.3M
MILLENNIUM MANAGEMENT LLC
$63.5M → exited
-$63.5M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 58 managers

BlackRock, Inc.
$2.1B → $2.7B
+$675.7M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$596.2M → exited
-$596.2M
Invesco Ltd.
$371.1M → exited
-$371.1M
Legal & General Group Plc
$151.9M → exited
-$151.9M
GEODE CAPITAL MANAGEMENT, LLC
$564.9M → $709.9M
+$145.0M

13F · Other Institutional

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

GOLDMAN SACHS GROUP INC
Bank
$761.7M → exited
-$761.7M
STATE STREET CORP
Bank
$1.3B → $1.7B
+$379.4M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
Pension
$150.3M → exited
-$150.3M
HSBC HOLDINGS PLC
Bank
$119.3M → exited
-$119.3M
MORGAN STANLEY
Bank
$349.5M → $468.0M
+$118.5M

Analyst Ratings

2026-08-10 · 60d ·0 Bullish1 Bearish5 Neutral

Neutral
Evercore ISI Group
2026-08-10
In-Line
Neutral
TD Cowen
2026-08-03
Hold
Neutral
Keefe, Bruyette & Woods
2026-08-03
Market Perform
Neutral
BMO Capital
2026-08-03
Market Perform
Bearish
Barclays
2026-08-03
Underweight

Price Momentum

2025-08-13 → 2026-08-13

1 month
from 2026-07-16
-6.4%
3 months
from 2026-05-14
+10.0%
6 months
from 2026-02-12
+22.7%
9 months
from 2025-11-11
+11.6%
12 months
from 2025-08-13
+6.5%

Short Interest

2026-05-15 → 2026-07-15 · 5 periods

2026-07-15
26.73M shares short
13.00d
+3.03d
2026-06-30
27.22M shares short
9.97d
-3.84d
2026-06-15
27.27M shares short
13.81d
-0.38d
2026-05-29
26.14M shares short
14.19d
+1.86d
2026-05-15
25.09M shares short
12.33d

Insider Transactions

—

No insider transactions

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF