AP
DFS

Appleton Partners’s Discover Financial Services DFS Stock Holding History

Appleton 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
-17,064
Closed -$2.91M – 253
2025
Q1 		$2.91M Sell
17,064
-50
-0.3% -$9.14K 0.23% 93
2024
Q4 		$2.96M Hold
17,114
– – 0.22% 93
2024
Q3 		$2.4M Sell
17,114
-2,795
-14% -$376K 0.18% 101
2024
Q2 		$2.6M Hold
19,909
– – 0.2% 99
2024
Q1 		$2.61M Sell
19,909
-325
-2% -$37.3K 0.2% 100
2023
Q4 		$2.27M Hold
20,234
– – 0.18% 103
2023
Q3 		$1.75M Hold
20,234
– – 0.16% 111
2023
Q2 		$2.36M Sell
20,234
-14
-0.1% -$1.47K 0.2% 100
2023
Q1 		$2M Buy
+20,248
New +$2.17M 0.18% 111

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

Appleton Partners's DFS Position: Q2 2025 in Review

Appleton Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 17,064 shares — an estimated $2.91M sold.

Appleton Partners first reported a position in DFS in Q1 2023 and held it in 9 quarters. The position peaked at $2.96M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Appleton Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Appleton Partners sold 17,064 Discover Financial Services shares in Q2 2025, an estimated $2.91M.
  • Appleton Partners first reported a position in Discover Financial Services in Q1 2023 and held it in 9 quarters.
  • Appleton Partners's Discover Financial Services position peaked at $2.96M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Appleton Partners's 13F filing for Q2 2025, filed 22 Jul 2025.