RDIA
DFS

RE Dickinson Investment Advisors’s Discover Financial Services DFS Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$257K Buy
149
+1
+0.7% +$164 0.01% 118
2024
Q3 		$20.8K Buy
+148
New +$19.9K 0.01% 131

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 $733B AUM 35.63% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RE Dickinson Investment Advisors's DFS Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Discover Financial Services (DFS) stake by 0.68% in Q4 2024, buying an estimated $164 and bringing the position to 149 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #118.

RE Dickinson Investment Advisors first reported a position in DFS in Q3 2024 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • RE Dickinson Investment Advisors held 149 shares of Discover Financial Services worth $257K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 1 Discover Financial Services share in Q4 2024, an estimated $164.
  • Discover Financial Services made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #118 holding.
  • RE Dickinson Investment Advisors first reported a position in Discover Financial Services in Q3 2024 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.