EPIM
DFS

Evelyn Partners Investment Management’s Discover Financial Services DFS Stock Holding History

Evelyn Partners Investment Management’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
-400
Closed -$68.3K – 423
2025
Q1 		$68.3K Hold
400
– – ﹤0.01% 258
2024
Q4 		$69.3K Buy
+400
New +$65.6K ﹤0.01% 261

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Evelyn Partners Investment Management's DFS Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 400 shares — an estimated $68.3K sold.

Evelyn Partners Investment Management first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $69.3K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 400 Discover Financial Services shares in Q2 2025, an estimated $68.3K.
  • Evelyn Partners Investment Management first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Discover Financial Services position peaked at $69.3K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.