Freedom Together Foundation’s Discover Financial Services DFS Stock Holding History

Freedom Together Foundation’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	-7,629	Closed	-$1.3M	–	12
2025 Q1	$1.3M	Hold	7,629	–	–	0.17%	15
2024 Q4	$1.32M	Sell	7,629 -32,000	-81%	-$5.25M	0.15%	16
2024 Q3	$5.56M	Sell	39,629 -60,000	-60%	-$8.07M	0.59%	17
2024 Q2	$13M	Sell	99,629 -20,000	-17%	-$2.49M	1.4%	17
2024 Q1	$15.7M	Hold	119,629	–	–	1.71%	16
2023 Q4	$13.4M	Buy	+119,629	New	+$11.1M	1.44%	16

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Freedom Together Foundation's DFS Position: Q2 2025 in Review

Freedom Together Foundation sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 7,629 shares — an estimated $1.3M sold.

Freedom Together Foundation first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $15.7M in Q1 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Freedom Together Foundation reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Freedom Together Foundation sold 7,629 Discover Financial Services shares in Q2 2025, an estimated $1.3M.
Freedom Together Foundation first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
Freedom Together Foundation's Discover Financial Services position peaked at $15.7M in Q1 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Freedom Together Foundation's 13F filing for Q2 2025, filed 13 Aug 2025.