BJL
DFS

Brighton Jones LLC’s Discover Financial Services DFS Stock Holding History

Brighton Jones LLC’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
-4,541
Closed -$775K – 932
2025
Q1 		$775K Buy
4,541
+163
+4% +$29.8K 0.02% 298
2024
Q4 		$758K Buy
4,378
+125
+3% +$20.5K 0.02% 307
2024
Q3 		$597K Sell
4,253
-104
-2% -$14K 0.02% 292
2024
Q2 		$570K Buy
4,357
+162
+4% +$20.2K 0.02% 327
2024
Q1 		$550K Buy
4,195
+78
+2% +$8.94K 0.02% 328
2023
Q4 		$463K Sell
4,117
-9
-0.2% -$832 0.02% 341
2023
Q3 		$357K Buy
4,126
+228
+6% +$22.6K 0.02% 362
2023
Q2 		$455K Buy
3,898
+53
+1% +$5.55K 0.02% 310
2023
Q1 		$380K Sell
3,845
-127
-3% -$13.6K 0.02% 337
2022
Q4 		$389K Buy
3,972
+172
+5% +$17.3K 0.02% 289
2022
Q3 		$345K Sell
3,800
-335
-8% -$33.9K 0.02% 305
2022
Q2 		$391K Sell
4,135
-49
-1% -$5.24K 0.02% 289
2022
Q1 		$461K Buy
4,184
+75
+2% +$8.81K 0.02% 291
2021
Q4 		$475K Sell
4,109
-82
-2% -$9.7K 0.02% 289
2021
Q3 		$515K Buy
4,191
+203
+5% +$25.4K 0.03% 266
2021
Q2 		$472K Buy
3,988
+101
+3% +$11.4K 0.02% 266
2021
Q1 		$369K Buy
3,887
+21
+0.5% +$1.98K 0.02% 278
2020
Q4 		$350K Buy
3,866
+119
+3% +$8.88K 0.02% 268
2020
Q3 		$217K Buy
+3,747
New +$196K 0.02% 302
2020
Q1 		– Sell
-2,826
Closed -$240K – 288
2019
Q4 		$240K Buy
2,826
+197
+7% +$16.3K 0.03% 287
2019
Q3 		$213K Sell
2,629
-196
-7% -$16.2K 0.02% 285
2019
Q2 		$219K Sell
2,825
-887
-24% -$68.7K 0.03% 272
2019
Q1 		$264K Buy
+3,712
New +$254K 0.03% 244
2018
Q4 		– Sell
-2,746
Closed -$210K – 268
2018
Q3 		$210K Buy
+2,746
New +$207K 0.03% 263
2013
Q4 		– Sell
-4,904
Closed -$248K – 201
2013
Q3 		$248K Buy
+4,904
New +$245K 0.06% 132

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

Brighton Jones LLC's DFS Position: Q2 2025 in Review

Brighton Jones LLC sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,541 shares — an estimated $775K sold.

Brighton Jones LLC first reported a position in DFS in Q3 2013 and held it in 25 quarters. The position peaked at $775K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Brighton Jones LLC reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 4,541 Discover Financial Services shares in Q2 2025, an estimated $775K.
  • Brighton Jones LLC first reported a position in Discover Financial Services in Q3 2013 and held it in 25 quarters.
  • Brighton Jones LLC's Discover Financial Services position peaked at $775K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.