AP
DFS

Americana Partners’s Discover Financial Services DFS Stock Holding History

Americana 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
-1,627
Closed -$278K – 423
2025
Q1 		$278K Hold
1,627
– – 0.01% 334
2024
Q4 		$282K Sell
1,627
-300
-16% -$49.2K 0.01% 348
2024
Q3 		$270K Buy
1,927
+360
+23% +$48.4K 0.02% 327
2024
Q2 		$205K Buy
+1,567
New +$195K 0.02% 339

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $5.8B AUM 14.71% 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

Americana Partners's DFS Position: Q2 2025 in Review

Americana Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,627 shares — an estimated $278K sold.

Americana Partners first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $282K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Americana Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Americana Partners sold 1,627 Discover Financial Services shares in Q2 2025, an estimated $278K.
  • Americana Partners first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Americana Partners's Discover Financial Services position peaked at $282K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Americana Partners's 13F filing for Q2 2025, filed 7 Aug 2025.