HBW
DFS

Hazlett, Burt & Watson’s Discover Financial Services DFS Stock Holding History

Hazlett, Burt & Watson’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
-4,302
Closed -$735K – 803
2025
Q1 		$735K Hold
4,302
– – 0.33% 72
2024
Q4 		$745K Hold
4,302
– – 0.33% 71
2024
Q3 		$603K Hold
4,302
– – 0.28% 76
2024
Q2 		$563K Buy
4,302
+3,921
+1,029% +$489K 0.29% 75
2024
Q1 		$50K Hold
381
– – 0.03% 326
2023
Q4 		$43K Sell
381
-38
-9% -$3.51K 0.03% 325
2023
Q3 		$37K Sell
419
-58
-12% -$5.76K 0.03% 338
2023
Q2 		$56K Hold
477
– – 0.04% 281
2023
Q1 		$48K Hold
477
– – 0.04% 285
2022
Q4 		$47K Hold
477
– – 0.04% 278
2022
Q3 		$43K Hold
477
– – 0.04% 275
2022
Q2 		$45K Sell
477
-38
-7% -$4.07K 0.04% 283
2022
Q1 		$57K Buy
+515
New +$60.5K 0.05% 269

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

Hazlett, Burt & Watson's DFS Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,302 shares — an estimated $735K sold.

Hazlett, Burt & Watson first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $745K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Hazlett, Burt & Watson reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 4,302 Discover Financial Services shares in Q2 2025, an estimated $735K.
  • Hazlett, Burt & Watson first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • Hazlett, Burt & Watson's Discover Financial Services position peaked at $745K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.