BAM
DFS

Byrne Asset Management’s Discover Financial Services DFS Stock Holding History

Byrne Asset Management’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
-30
Closed -$5.12K – 552
2025
Q1 		$5.12K Buy
30
+2
+7% +$366 ﹤0.01% 467
2024
Q4 		$4.85K Buy
+28
New +$4.59K ﹤0.01% 456
2024
Q2 		– Sell
-24
Closed -$3.15K – 540
2024
Q1 		$3.15K Buy
+24
New +$2.75K ﹤0.01% 471

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

Byrne Asset Management's DFS Position: Q2 2025 in Review

Byrne Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 30 shares — an estimated $5.12K sold.

Byrne Asset Management first reported a position in DFS in Q1 2024 and held it in 3 quarters. The position peaked at $5.12K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Byrne Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Byrne Asset Management sold 30 Discover Financial Services shares in Q2 2025, an estimated $5.12K.
  • Byrne Asset Management first reported a position in Discover Financial Services in Q1 2024 and held it in 3 quarters.
  • Byrne Asset Management's Discover Financial Services position peaked at $5.12K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Byrne Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.