CBT
DFS

Crews Bank & Trust’s Discover Financial Services DFS Stock Holding History

Crews Bank & Trust’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
-4,948
Closed -$845K – 623
2025
Q1 		$845K Sell
4,948
-25
-0.5% -$4.57K 0.14% 95
2024
Q4 		$861K Buy
+4,973
New +$816K 0.15% 95

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

Crews Bank & Trust's DFS Position: Q2 2025 in Review

Crews Bank & Trust sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,948 shares — an estimated $845K sold.

Crews Bank & Trust first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $861K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Crews Bank & Trust reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 4,948 Discover Financial Services shares in Q2 2025, an estimated $845K.
  • Crews Bank & Trust first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Crews Bank & Trust's Discover Financial Services position peaked at $861K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Crews Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.