CAG
DFS

Csenge Advisory Group’s Discover Financial Services DFS Stock Holding History

Csenge Advisory Group’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
-2,149
Closed -$343K – 690
2025
Q1 		$343K Sell
2,149
-121
-5% -$22.1K 0.02% 495
2024
Q4 		$393K Buy
2,270
+292
+15% +$47.9K 0.02% 492
2024
Q3 		$288K Sell
1,978
-19
-1% -$2.56K 0.02% 567
2024
Q2 		$261K Sell
1,997
-126
-6% -$15.7K 0.01% 552
2024
Q1 		$278K Buy
2,123
+7
+0.3% +$802 0.02% 571
2023
Q4 		$238K Sell
2,116
-397
-16% -$36.7K 0.01% 582
2023
Q3 		$218K Sell
2,513
-103
-4% -$10.2K 0.01% 569
2023
Q2 		$306K Buy
2,616
+555
+27% +$58.2K 0.02% 497
2023
Q1 		$204K Buy
2,061
+7
+0.3% +$749 0.01% 553
2022
Q4 		$201K Buy
+2,054
New +$207K 0.02% 560
2022
Q2 		– Sell
-1,925
Closed -$212K – 591
2022
Q1 		$212K Buy
+1,925
New +$226K 0.02% 587
2021
Q4 		– Sell
-1,774
Closed -$226K – 562
2021
Q3 		$226K Buy
+1,774
New +$222K 0.02% 525
2018
Q4 		– Sell
-216
Closed -$14K – 509
2018
Q3 		$14K Buy
+216
New +$16.3K 0.01% 434

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

Csenge Advisory Group's DFS Position: Q2 2025 in Review

Csenge Advisory Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,149 shares — an estimated $343K sold.

Csenge Advisory Group first reported a position in DFS in Q3 2018 and held it in 13 quarters. The position peaked at $393K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Csenge Advisory Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 2,149 Discover Financial Services shares in Q2 2025, an estimated $343K.
  • Csenge Advisory Group first reported a position in Discover Financial Services in Q3 2018 and held it in 13 quarters.
  • Csenge Advisory Group's Discover Financial Services position peaked at $393K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Csenge Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.