FUBT
DFS

First United Bank & Trust’s Discover Financial Services DFS Stock Holding History

First United Bank & Trust’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
-150
Closed -$25.6K – 392
2025
Q1 		$25.6K Hold
150
– – 0.01% 265
2024
Q4 		$26K Hold
150
– – 0.01% 266
2024
Q3 		$21K Hold
150
– – 0.01% 278
2024
Q2 		$19.6K Hold
150
– – 0.01% 295
2024
Q1 		$19.7K Hold
150
– – 0.01% 306
2023
Q4 		$16.9K Buy
+150
New +$13.9K 0.01% 316

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

First United Bank & Trust's DFS Position: Q2 2025 in Review

First United Bank & Trust sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 150 shares — an estimated $25.6K sold.

First United Bank & Trust first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $26K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • First United Bank & Trust reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • First United Bank & Trust sold 150 Discover Financial Services shares in Q2 2025, an estimated $25.6K.
  • First United Bank & Trust first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • First United Bank & Trust's Discover Financial Services position peaked at $26K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on First United Bank & Trust's 13F filing for Q2 2025, filed 18 Jul 2025.