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Discover Financial Services shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Discover Financial Services by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 1.6k 131.09

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

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