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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
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)
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)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
BlackRock
Robeco Investment Management
Dimensional Fund Advisors
Barclays
Norges Bank Investment Management
Brave Warrior Advisors
Marshfield Associates
Southpoint Capital Advisors
Legal & General Group
Branch Banking & Trust Company
Bank of New York Mellon
Jpmorgan Chase & Co
PRIMECAP Management Company
Goldman Sachs Group

View all funds holding Discover Financial Services