BLC
DFS

Brown, Lisle/Cummings’s Discover Financial Services DFS Stock Holding History

Brown, Lisle/Cummings’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
-220
Closed -$37.6K – 781
2025
Q1 		$37.6K Buy
220
+5
+2% +$915 0.01% 355
2024
Q4 		$37.2K Hold
215
– – 0.01% 359
2024
Q3 		$30.2K Sell
215
-75
-26% -$10.1K 0.01% 354
2024
Q2 		$37.9K Hold
290
– – 0.01% 334
2024
Q1 		$38K Hold
290
– – 0.01% 317
2023
Q4 		$32.6K Hold
290
– – 0.01% 325
2023
Q3 		$25.1K Hold
290
– – 0.01% 314
2023
Q2 		$33.9K Hold
290
– – 0.02% 299
2023
Q1 		$28.7K Buy
290
+125
+76% +$13.4K 0.01% 308
2022
Q4 		$16.1K Buy
165
+90
+120% +$9.06K 0.01% 334
2022
Q3 		$6.82K Buy
+75
New +$7.59K ﹤0.01% 409

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

Brown, Lisle/Cummings's DFS Position: Q2 2025 in Review

Brown, Lisle/Cummings sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 220 shares — an estimated $37.6K sold.

Brown, Lisle/Cummings first reported a position in DFS in Q3 2022 and held it in 11 quarters. The position peaked at $38K in Q1 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Brown, Lisle/Cummings reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 220 Discover Financial Services shares in Q2 2025, an estimated $37.6K.
  • Brown, Lisle/Cummings first reported a position in Discover Financial Services in Q3 2022 and held it in 11 quarters.
  • Brown, Lisle/Cummings's Discover Financial Services position peaked at $38K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2025, filed 16 Jul 2025.