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Discover Financial Services shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $71k 539 131.09
2023-12-31 $56k 500 112.40
2020-09-30 $29k 500 58.00

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)

View all positions for Pacific Capital 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