CSP
DFS

Cary Street Partners’s Discover Financial Services DFS Stock Holding History

Cary Street Partners’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
-1,031
Closed -$176K – 908
2025
Q1 		$176K Sell
1,031
-111
-10% -$20.3K 0.01% 773
2024
Q4 		$198K Buy
+1,142
New +$187K 0.01% 726

Other funds holding DFS

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DWM
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KIM
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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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cary Street Partners's DFS Position: Q2 2025 in Review

Cary Street Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,031 shares — an estimated $176K sold.

Cary Street Partners first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $198K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cary Street Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cary Street Partners sold 1,031 Discover Financial Services shares in Q2 2025, an estimated $176K.
  • Cary Street Partners first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Cary Street Partners's Discover Financial Services position peaked at $198K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cary Street Partners's 13F filing for Q2 2025, filed 13 Aug 2025.