CSIC
DFS

Clifford Swan Investment Counsel’s Discover Financial Services DFS Stock Holding History

Clifford Swan Investment Counsel’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
-1,615
Closed -$276K – 316
2025
Q1 		$276K Hold
1,615
– – 0.01% 273
2024
Q4 		$280K Hold
1,615
– – 0.01% 273
2024
Q3 		$227K Buy
+1,615
New +$217K 0.01% 298

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

Clifford Swan Investment Counsel's DFS Position: Q2 2025 in Review

Clifford Swan Investment Counsel sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,615 shares — an estimated $276K sold.

Clifford Swan Investment Counsel first reported a position in DFS in Q3 2024 and held it in 3 quarters. The position peaked at $280K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Clifford Swan Investment Counsel reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 1,615 Discover Financial Services shares in Q2 2025, an estimated $276K.
  • Clifford Swan Investment Counsel first reported a position in Discover Financial Services in Q3 2024 and held it in 3 quarters.
  • Clifford Swan Investment Counsel's Discover Financial Services position peaked at $280K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.