Pacific Capital Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Pacific Capital Wealth Advisors’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
2025 Q1	–	Sell	-500	Closed	-$86.6K	–	158
2024 Q4	$86.6K	Hold	500	–	–	0.01%	118
2024 Q3	$70.1K	Hold	500	–	–	0.01%	132
2024 Q2	$65.4K	Sell	500 -39	-7%	-$4.86K	0.01%	134
2024 Q1	$70.7K	Buy	539 +39	+8%	+$4.47K	0.02%	109
2023 Q4	$56.2K	Buy	+500	New	+$46.2K	0.01%	125
2020 Q4	–	Sell	-500	Closed	-$29K	–	96
2020 Q3	$29K	Buy	+500	New	+$26.2K	0.02%	126

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacific Capital Wealth Advisors's DFS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 500 shares — an estimated $86.6K sold.

Pacific Capital Wealth Advisors first reported a position in DFS in Q3 2020 and held it in 6 quarters. The position peaked at $86.6K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 500 Discover Financial Services shares in Q1 2025, an estimated $86.6K.
Pacific Capital Wealth Advisors first reported a position in Discover Financial Services in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Discover Financial Services position peaked at $86.6K in Q4 2024.
1,176 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.