CH
DFS

Cromwell Holdings’s Discover Financial Services DFS Stock Holding History

Cromwell Holdings’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
-783
Closed -$134K – 1012
2025
Q1 		$134K Buy
783
+12
+2% +$2.19K 0.09% 236
2024
Q4 		$134K Hold
771
– – 0.08% 238
2024
Q3 		$108K Hold
771
– – 0.07% 279
2024
Q2 		$101K Buy
+771
New +$96.1K 0.06% 281

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

Cromwell Holdings's DFS Position: Q2 2025 in Review

Cromwell Holdings sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 783 shares — an estimated $134K sold.

Cromwell Holdings first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $134K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cromwell Holdings reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cromwell Holdings sold 783 Discover Financial Services shares in Q2 2025, an estimated $134K.
  • Cromwell Holdings first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Cromwell Holdings's Discover Financial Services position peaked at $134K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cromwell Holdings's 13F filing for Q2 2025, filed 21 Jul 2025.