KWM
DFS

Kolinsky Wealth Management’s Discover Financial Services DFS Stock Holding History

Kolinsky Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$826K Buy
4,768
+196
+4% +$32.2K 0.5% 29
2024
Q3 		$641K Buy
4,572
+574
+14% +$77.2K 0.42% 48
2024
Q2 		$523K Buy
3,998
+110
+3% +$13.7K 0.37% 56
2024
Q1 		$510K Buy
3,888
+114
+3% +$13.1K 0.39% 60
2023
Q4 		$424K Sell
3,774
-82
-2% -$7.58K 0.37% 66
2023
Q3 		$334K Buy
3,856
+11
+0.3% +$1.09K 0.33% 72
2023
Q2 		$453K Buy
3,845
+195
+5% +$20.4K 0.43% 59
2023
Q1 		$361K Buy
3,650
+61
+2% +$6.53K 0.38% 61
2022
Q4 		$351K Sell
3,589
-55
-2% -$5.54K 0.4% 61
2022
Q3 		$331K Buy
3,644
+35
+1% +$3.54K 0.41% 56
2022
Q2 		$341K Sell
3,609
-35
-1% -$3.75K 0.4% 54
2022
Q1 		$402K Sell
3,644
-231
-6% -$27.1K 0.39% 47
2021
Q4 		$448K Buy
+3,875
New +$458K 0.41% 44

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's DFS Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Discover Financial Services (DFS) stake by 4.3% in Q4 2024, buying an estimated $32.2K and bringing the position to 4,768 shares worth $826K. The position accounts for 0.5% of the portfolio, ranked #29.

Kolinsky Wealth Management first reported a position in DFS in Q4 2021 and has held it in 13 quarters since. 1,175 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Kolinsky Wealth Management held 4,768 shares of Discover Financial Services worth $826K as of Q4 2024.
  • Kolinsky Wealth Management bought 196 Discover Financial Services shares in Q4 2024, an estimated $32.2K.
  • Discover Financial Services made up 0.5% of Kolinsky Wealth Management's portfolio in Q4 2024, its #29 holding.
  • Kolinsky Wealth Management first reported a position in Discover Financial Services in Q4 2021 and has held it in 13 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.