AIMC
DFS

Alley Investment Management Company’s Discover Financial Services DFS Stock Holding History

Alley Investment Management Company’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
Q2 		– Sell
-59,433
Closed -$10.1M – 86
2025
Q1 		$10.1M Sell
59,433
-19,182
-24% -$3.51M 1.27% 34
2024
Q4 		$13.6M Buy
78,615
+1,234
+2% +$203K 1.72% 25
2024
Q3 		$10.9M Sell
77,381
-516
-0.7% -$69.4K 1.37% 35
2024
Q2 		$10.2M Buy
77,897
+327
+0.4% +$40.8K 1.39% 33
2024
Q1 		$10.2M Sell
77,570
-445
-0.6% -$51K 1.4% 34
2023
Q4 		$8.77M Sell
78,015
-975
-1% -$90.1K 1.28% 37
2023
Q3 		$6.84M Buy
78,990
+1,563
+2% +$155K 1.16% 39
2023
Q2 		$9.05M Sell
77,427
-163
-0.2% -$17.1K 1.46% 32
2023
Q1 		$7.67M Buy
77,590
+3,307
+4% +$354K 1.28% 36
2022
Q4 		$7.27M Buy
74,283
+26,639
+56% +$2.68M 1.25% 35
2022
Q3 		$4.33M Buy
47,644
+141
+0.3% +$14.3K 0.86% 46
2022
Q2 		$4.49M Buy
47,503
+607
+1% +$65K 0.85% 46
2022
Q1 		$5.17M Buy
+46,896
New +$5.51M 0.85% 45

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Alley Investment Management Company's DFS Position: Q2 2025 in Review

Alley Investment Management Company sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 59,433 shares — an estimated $10.1M sold.

Alley Investment Management Company first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $13.6M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Alley Investment Management Company reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Alley Investment Management Company sold 59,433 Discover Financial Services shares in Q2 2025, an estimated $10.1M.
  • Alley Investment Management Company first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • Alley Investment Management Company's Discover Financial Services position peaked at $13.6M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Alley Investment Management Company's 13F filing for Q2 2025, filed 18 Jul 2025.