BCA
DFS

Burren Capital Advisors’s Discover Financial Services DFS Stock Holding History

Burren Capital Advisors’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
-10,037
Closed -$1.71M – 17
2025
Q1 		$1.71M Buy
+10,037
New +$1.84M 6.13% 9

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

Burren Capital Advisors's DFS Position: Q2 2025 in Review

Burren Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 10,037 shares — an estimated $1.71M sold.

Burren Capital Advisors first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $1.71M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Burren Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Burren Capital Advisors sold 10,037 Discover Financial Services shares in Q2 2025, an estimated $1.71M.
  • Burren Capital Advisors first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Burren Capital Advisors's Discover Financial Services position peaked at $1.71M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Burren Capital Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.