BGAI
DFS

Bruce G. Allen Investments’s Discover Financial Services DFS Stock Holding History

Bruce G. Allen Investments’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
-247
Closed -$42.2K – 1097
2025
Q1 		$42.2K Sell
247
-16
-6% -$2.93K 0.03% 277
2024
Q4 		$45.6K Sell
263
-4
-1% -$656 0.04% 274
2024
Q3 		$37.5K Sell
267
-1
-0.4% -$135 0.03% 305
2024
Q2 		$35.1K Hold
268
– – 0.03% 299
2024
Q1 		$35.1K Buy
268
+18
+7% +$2.06K 0.03% 300
2023
Q4 		$28.1K Buy
+250
New +$23.1K 0.03% 326

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Bruce G. Allen Investments's DFS Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 247 shares — an estimated $42.2K sold.

Bruce G. Allen Investments first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $45.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 247 Discover Financial Services shares in Q2 2025, an estimated $42.2K.
  • Bruce G. Allen Investments first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Bruce G. Allen Investments's Discover Financial Services position peaked at $45.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.