Court Place Advisors’s Discover Financial Services DFS Stock Holding History

Court Place Advisors’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	-1,878	Closed	-$321K	–	147
2025 Q1	$321K	Hold	1,878	–	–	0.11%	112
2024 Q4	$325K	Hold	1,878	–	–	0.11%	114
2024 Q3	$264K	Hold	1,878	–	–	0.08%	145
2024 Q2	$246K	Hold	1,878	–	–	0.08%	143
2024 Q1	$246K	Buy	1,878 +9	+0.5%	+$1.03K	0.08%	140
2023 Q4	$210K	Buy	+1,869	New	+$173K	0.07%	155
2023 Q3	–	Sell	-1,869	Closed	-$218K	–	162
2023 Q2	$218K	Sell	1,869 -1,000	-35%	-$105K	0.08%	152
2023 Q1	$284K	Hold	2,869	–	–	0.1%	133
2022 Q4	$281K	Hold	2,869	–	–	0.1%	137
2022 Q3	$261K	Buy	2,869 +1	+0%	+$101	0.11%	137
2022 Q2	$271K	Buy	2,868 +2	+0.1%	+$214	0.1%	141
2022 Q1	$316K	Buy	2,866 +1	+0%	+$118	0.1%	140
2021 Q4	$331K	Buy	2,865 +1	+0%	+$118	0.09%	147
2021 Q3	$352K	Buy	2,864 +1	+0%	+$125	0.1%	134
2021 Q2	$339K	Hold	2,863	–	–	0.1%	145
2021 Q1	$272K	Sell	2,863 -74	-3%	-$6.98K	0.08%	156
2020 Q4	$266K	Sell	2,937 -898	-23%	-$67K	0.09%	150
2020 Q3	$222K	Buy	+3,835	New	+$201K	0.08%	150
2020 Q1	–	Sell	-4,205	Closed	-$357K	–	164
2019 Q4	$357K	Sell	4,205 -249	-6%	-$20.5K	0.13%	134
2019 Q3	$361K	Buy	4,454 +1	+0%	+$83	0.14%	130
2019 Q2	$345K	Sell	4,453 -448	-9%	-$34.7K	0.14%	130
2019 Q1	$349K	Buy	4,901 +1	+0%	+$68	0.14%	129
2018 Q4	$289K	Buy	4,900 +1	+0%	+$69	0.13%	131
2018 Q3	$375K	Sell	4,899 -37	-0.7%	-$2.79K	0.14%	122
2018 Q2	$348K	Sell	4,936 -149	-3%	-$10.9K	0.14%	123
2018 Q1	$366K	Buy	5,085 +1	+0%	+$77	0.15%	125
2017 Q4	$391K	Sell	5,084 -199	-4%	-$13.7K	0.16%	117
2017 Q3	$341K	Sell	5,283 -349	-6%	-$21.2K	0.15%	122
2017 Q2	$350K	Sell	5,632 -199	-3%	-$12.3K	0.17%	118
2017 Q1	$399K	Buy	5,831 +39	+0.7%	+$2.74K	0.2%	106
2016 Q4	$418K	Buy	5,792 +1	+0%	+$64	0.22%	98
2016 Q3	$327K	Buy	5,791 +1	+0%	+$57	0.18%	111
2016 Q2	$310K	Sell	5,790 -99	-2%	-$5.39K	0.18%	109
2016 Q1	$300K	Buy	5,889 +2	+0%	+$96	0.19%	109
2015 Q4	$316K	Buy	5,887 +1	+0%	+$55	0.2%	94
2015 Q3	$306K	Buy	5,886 +32	+0.5%	+$1.75K	0.21%	97
2015 Q2	$337K	Sell	5,854 -99	-2%	-$5.81K	0.21%	99
2015 Q1	$335K	Buy	5,953 +1	+0%	+$59	0.21%	100
2014 Q4	$390K	Hold	5,952	–	–	0.25%	87
2014 Q3	$383K	Buy	5,952 +1	+0%	+$63	0.26%	87
2014 Q2	$369K	Buy	5,951 +1,251	+27%	+$73.1K	0.26%	88
2014 Q1	$273K	Buy	+4,700	New	+$263K	0.2%	99

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Court Place Advisors's DFS Position: Q2 2025 in Review

Court Place Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,878 shares — an estimated $321K sold.

Court Place Advisors first reported a position in DFS in Q1 2014 and held it in 42 quarters. The position peaked at $418K in Q4 2016. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Court Place Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Court Place Advisors sold 1,878 Discover Financial Services shares in Q2 2025, an estimated $321K.
Court Place Advisors first reported a position in Discover Financial Services in Q1 2014 and held it in 42 quarters.
Court Place Advisors's Discover Financial Services position peaked at $418K in Q4 2016.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Court Place Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.