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Discover Financial Services shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $398k 2.8k 140.31
2024-03-31 $231k 1.8k 131.09
2023-12-31 $155k 1.4k 112.40

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Apple Stock (AAPL)
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Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
Capital World Investors
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Robeco Investment Management
Morgan Stanley
Dimensional Fund Advisors
Brave Warrior Advisors
Balyasny Asset Management
Sessa Capital IM
Northern Trust
Invesco
Arrowstreet Capital, Limited Partnership

View all funds holding Discover Financial Services