ECM
DFS

Evergreen Capital Management’s Discover Financial Services DFS Stock Holding History

Evergreen Capital 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
-1,452
Closed -$248K – 1165
2025
Q1 		$248K Buy
+1,452
New +$266K 0.01% 866

Other funds holding DFS

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Osaic Holdings
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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

Evergreen Capital Management's DFS Position: Q2 2025 in Review

Evergreen Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,452 shares — an estimated $248K sold.

Evergreen Capital Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $248K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Evergreen Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 1,452 Discover Financial Services shares in Q2 2025, an estimated $248K.
  • Evergreen Capital Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Discover Financial Services position peaked at $248K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.