Almanack Investment Partners’s Discover Financial Services DFS Stock Holding History

Almanack Investment Partners’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	-1,367	Closed	-$233K	–	210
2025 Q1	$233K	Sell	1,367 -516	-27%	-$94.4K	0.05%	140
2024 Q4	$326K	Hold	1,883	–	–	0.05%	135
2024 Q3	$264K	Hold	1,883	–	–	0.04%	155
2024 Q2	$246K	Hold	1,883	–	–	0.04%	159
2024 Q1	$247K	Buy	+1,883	New	+$216K	0.04%	159
2023 Q3	–	Sell	-1,790	Closed	-$209K	–	169
2023 Q2	$209K	Buy	+1,790	New	+$188K	0.04%	158
2022 Q4	–	Sell	-2,104	Closed	-$191K	–	411
2022 Q3	$191K	Buy	+2,104	New	+$213K	0.04%	139
2022 Q2	–	Sell	-2,026	Closed	-$223K	–	469
2022 Q1	$223K	Buy	2,026 +249	+14%	+$29.3K	0.02%	429
2021 Q4	$205K	Hold	1,777	–	–	0.02%	468
2021 Q3	$218K	Hold	1,777	–	–	0.02%	451
2021 Q2	$210K	Buy	+1,777	New	+$201K	0.02%	393

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Almanack Investment Partners's DFS Position: Q2 2025 in Review

Almanack Investment Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,367 shares — an estimated $233K sold.

Almanack Investment Partners first reported a position in DFS in Q2 2021 and held it in 11 quarters. The position peaked at $326K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Almanack Investment Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Almanack Investment Partners sold 1,367 Discover Financial Services shares in Q2 2025, an estimated $233K.
Almanack Investment Partners first reported a position in Discover Financial Services in Q2 2021 and held it in 11 quarters.
Almanack Investment Partners's Discover Financial Services position peaked at $326K in Q4 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.