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Discover Financial Services shares owned by ORBA Wealth Advisors

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by ORBA Wealth Advisors from 13F filings

Historical chart of ORBA Wealth Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 22k 131.09
2023-12-31 $2.5M 22k 112.40

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View all positions for ORBA Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
BlackRock
FMR
Geode Capital Management
Morgan Stanley
Robeco Investment Management
Dimensional Fund Advisors
Brave Warrior Advisors
Balyasny Asset Management
Sessa Capital IM
Millennium Management
Northern Trust
Barclays
Legal & General Group
Bank of New York Mellon

View all funds holding Discover Financial Services