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Discover Financial Services shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Discover Financial Services by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 3.5k 140.30
2024-06-30 $459k 3.5k 130.83
2024-03-31 $275k 2.1k 131.11
2023-12-31 $1.2M 11k 112.40
2023-09-30 $875k 10k 86.63
2023-06-30 $1.1M 9.7k 116.85
2023-03-31 $1.7M 17k 98.84
2022-12-31 $2.7M 27k 97.83