CP
DFS

Camelot Portfolios’s Discover Financial Services DFS Stock Holding History

Camelot Portfolios’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
2021
Q3 		– Sell
-1,700
Closed -$23K – 232
2021
Q2 		$23K Buy
+1,700
New +$192K 0.01% 238

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

Camelot Portfolios's DFS Position: Q2 2025 in Review

Camelot Portfolios sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,876 shares — an estimated $1.69M sold.

Camelot Portfolios first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $3.04M in Q2 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Camelot Portfolios reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Camelot Portfolios sold 9,876 Discover Financial Services shares in Q2 2025, an estimated $1.69M.
  • Camelot Portfolios first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • Camelot Portfolios's Discover Financial Services position peaked at $3.04M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Camelot Portfolios's 13F filing for Q2 2025, filed 17 Jul 2025.