CPC
DFS

Cookson Peirce & Co’s Discover Financial Services DFS Stock Holding History

Cookson Peirce & Co’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
-74,860
Closed -$12.8M – 287
2025
Q1 		$12.8M Buy
74,860
+40,114
+115% +$7.34M 0.64% 49
2024
Q4 		$6.02M Buy
+34,746
New +$5.7M 0.27% 69
2020
Q1 		– Sell
-7,560
Closed -$641K – 132
2019
Q4 		$641K Hold
7,560
– – 0.06% 111
2019
Q3 		$613K Buy
+7,560
New +$624K 0.05% 107

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

Cookson Peirce & Co's DFS Position: Q2 2025 in Review

Cookson Peirce & Co sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 74,860 shares — an estimated $12.8M sold.

Cookson Peirce & Co first reported a position in DFS in Q3 2019 and held it in 4 quarters. The position peaked at $12.8M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cookson Peirce & Co reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 74,860 Discover Financial Services shares in Q2 2025, an estimated $12.8M.
  • Cookson Peirce & Co first reported a position in Discover Financial Services in Q3 2019 and held it in 4 quarters.
  • Cookson Peirce & Co's Discover Financial Services position peaked at $12.8M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cookson Peirce & Co's 13F filing for Q2 2025, filed 30 Jul 2025.