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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
2024-12-31 $87k 500 173.23
2024-09-30 $70k 500 140.29
2024-06-30 $65k 500 130.81
2024-03-31 $71k 539 131.09
2023-12-31 $56k 500 112.40
2020-09-30 $29k 500 58.00

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Discover Financial Services

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
FMR
Geode Capital Management
Robeco Investment Management
Morgan Stanley
Norges Bank Investment Management
Dimensional Fund Advisors
Invesco
Northern Trust
Brave Warrior Advisors
Jpmorgan Chase & Co
UBS Group

View all funds holding Discover Financial Services