Colonial Trust Advisors

SEC CIK: 0001567993
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services in every 13F filed by Colonial Trust Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overview All 13F holders of DFS Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q4 2022

Holdings of DFS by Colonial Trust Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q3 2023	2	$173	<0.1%	+1+100.0%	Added	Holders
Q2 2023	1	$117	<0.1%	00.0%	Unchanged	Holders
Q1 2023	1	$99	<0.1%	00.0%	Unchanged	Holders
Q4 2022	1	$98	<0.1%	+1	New	Holders