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Discover Financial Services shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Discover Financial Services by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $310k 2.4k 130.81
2024-03-31 $0 0 0.00
2023-09-30 $35k 407 86.00
2021-12-31 $30k 262 114.58
2021-09-30 $23k 183 125.68
2021-06-30 $48k 400 120.00

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Discover Financial Services

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Dimensional Fund Advisors
Brave Warrior Advisors
Balyasny Asset Management
Sessa Capital IM
Invesco
Millennium Management
Bank of New York Mellon
Southpoint Capital Advisors
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership

View all funds holding Discover Financial Services