EFS
DFS

Essex Financial Services’s Discover Financial Services DFS Stock Holding History

Essex Financial Services’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
-2,566
Closed -$438K – 694
2025
Q1 		$438K Sell
2,566
-296
-10% -$54.1K 0.03% 409
2024
Q4 		$496K Sell
2,862
-468
-14% -$76.8K 0.04% 380
2024
Q3 		$484K Sell
3,330
-143
-4% -$19.2K 0.03% 387
2024
Q2 		$435K Buy
3,473
+116
+3% +$14.5K 0.03% 393
2024
Q1 		$440K Sell
3,357
-445
-12% -$51K 0.04% 351
2023
Q4 		$427K Buy
3,802
+955
+34% +$88.3K 0.04% 327
2023
Q3 		$247K Buy
+2,847
New +$283K 0.03% 405
2022
Q2 		– Sell
-2,056
Closed -$227K – 487
2022
Q1 		$227K Buy
2,056
+100
+5% +$11.8K 0.02% 439
2021
Q4 		$226K Sell
1,956
-71
-4% -$8.4K 0.02% 446
2021
Q3 		$249K Buy
2,027
+988
+95% +$124K 0.03% 390
2021
Q2 		$241K Buy
+1,039
New +$117K 0.03% 381

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Essex Financial Services's DFS Position: Q2 2025 in Review

Essex Financial Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,566 shares — an estimated $438K sold.

Essex Financial Services first reported a position in DFS in Q2 2021 and held it in 11 quarters. The position peaked at $496K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Essex Financial Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Essex Financial Services sold 2,566 Discover Financial Services shares in Q2 2025, an estimated $438K.
  • Essex Financial Services first reported a position in Discover Financial Services in Q2 2021 and held it in 11 quarters.
  • Essex Financial Services's Discover Financial Services position peaked at $496K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.