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Discover Financial Services shares owned by BMS Financial Advisors

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

Historical chart of BMS Financial Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Discover Financial Services by BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $444k 3.8k 116.85
2023-03-31 $548k 5.5k 98.84
2022-12-31 $567k 5.8k 97.83
2022-09-30 $547k 6.0k 90.85
2022-06-30 $585k 6.2k 94.60
2022-03-31 $652k 5.9k 110.12
2021-12-31 $658k 5.7k 115.58

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial 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