Atwood & Palmer’s Discover Financial Services DFS Stock Holding History

Atwood & Palmer’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	-750	Closed	-$128K	–	516
2025 Q1	$128K	Hold	750	–	–	0.01%	169
2024 Q4	$130K	Hold	750	–	–	0.01%	165
2024 Q3	$105K	Hold	750	–	–	0.01%	181
2024 Q2	$98.1K	Sell	750 -14	-2%	-$1.75K	0.01%	180
2024 Q1	$100K	Buy	764 +14	+2%	+$1.6K	0.01%	182
2023 Q4	$84.3K	Hold	750	–	–	0.01%	195
2023 Q3	$65K	Hold	750	–	–	0.01%	196
2023 Q2	$87.6K	Hold	750	–	–	0.01%	196
2023 Q1	$74.1K	Hold	750	–	–	0.01%	189
2022 Q4	$73.4K	Hold	750	–	–	0.01%	191
2022 Q3	$68K	Hold	750	–	–	0.01%	190
2022 Q2	$71K	Hold	750	–	–	0.01%	186
2022 Q1	$83K	Sell	750 -240	-24%	-$28.2K	0.01%	190
2021 Q4	$114K	Hold	990	–	–	0.01%	178
2021 Q3	$122K	Hold	990	–	–	0.01%	174
2021 Q2	$117K	Hold	990	–	–	0.01%	178
2021 Q1	$94K	Hold	990	–	–	0.01%	184
2020 Q4	$90K	Hold	990	–	–	0.01%	176
2020 Q3	$57K	Hold	990	–	–	0.01%	181
2020 Q2	$50K	Hold	990	–	–	0.01%	185
2020 Q1	$35K	Buy	990 +240	+32%	+$15.9K	0.01%	203
2019 Q4	$64K	Hold	750	–	–	0.01%	171
2019 Q3	$61K	Hold	750	–	–	0.01%	181
2019 Q2	$58K	Sell	750 -1,100	-59%	-$85.2K	0.01%	169
2019 Q1	$132K	Hold	1,850	–	–	0.02%	141
2018 Q4	$109K	Sell	1,850 -3,950	-68%	-$273K	0.02%	147
2018 Q3	$443K	Sell	5,800 -7,750	-57%	-$583K	0.06%	84
2018 Q2	$954K	Hold	13,550	–	–	0.13%	66
2018 Q1	$975K	Hold	13,550	–	–	0.14%	67
2017 Q4	$1.04M	Hold	13,550	–	–	0.15%	67
2017 Q3	$874K	Hold	13,550	–	–	0.13%	69
2017 Q2	$843K	Hold	13,550	–	–	0.13%	66
2017 Q1	$927K	Hold	13,550	–	–	0.15%	65
2016 Q4	$977K	Hold	13,550	–	–	0.18%	61
2016 Q3	$766K	Hold	13,550	–	–	0.14%	67
2016 Q2	$726K	Hold	13,550	–	–	0.13%	72
2016 Q1	$690K	Sell	13,550 -476	-3%	-$22.9K	0.12%	74
2015 Q4	$752K	Hold	14,026	–	–	0.14%	74
2015 Q3	$729K	Sell	14,026 -256	-2%	-$14K	0.14%	77
2015 Q2	$823K	Sell	14,282 -1,244	-8%	-$73K	0.15%	81
2015 Q1	$875K	Hold	15,526	–	–	0.16%	78
2014 Q4	$1.02M	Hold	15,526	–	–	0.19%	67
2014 Q3	$1M	Hold	15,526	–	–	0.19%	66
2014 Q2	$962K	Hold	15,526	–	–	0.26%	58
2014 Q1	$903K	Hold	15,526	–	–	0.21%	53
2013 Q4	$869K	Hold	15,526	–	–	0.21%	49
2013 Q3	$785K	Hold	15,526	–	–	0.22%	50
2013 Q2	$740K	Buy	+15,526	New	+$712K	0.2%	52

Other funds holding DFS

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

Atwood & Palmer's DFS Position: Q2 2025 in Review

Atwood & Palmer sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 750 shares — an estimated $128K sold.

Atwood & Palmer first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $1.04M in Q4 2017. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Atwood & Palmer reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Atwood & Palmer sold 750 Discover Financial Services shares in Q2 2025, an estimated $128K.
Atwood & Palmer first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
Atwood & Palmer's Discover Financial Services position peaked at $1.04M in Q4 2017.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.