HCM
DFS

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

Howard 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
-1,322
Closed -$226K – 406
2025
Q1 		$226K Sell
1,322
-207
-14% -$37.9K 0.01% 365
2024
Q4 		$265K Buy
1,529
+72
+5% +$11.8K ﹤0.01% 366
2024
Q3 		$204K Buy
+1,457
New +$196K ﹤0.01% 388
2018
Q2 		– Sell
-3,661
Closed -$259K – 81
2018
Q1 		$259K Buy
3,661
+505
+16% +$39K 0.03% 78
2017
Q4 		$243K Buy
+3,156
New +$217K 0.04% 72

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

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

Howard Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,322 shares — an estimated $226K sold.

Howard Capital Management first reported a position in DFS in Q4 2017 and held it in 5 quarters. The position peaked at $265K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Howard Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Howard Capital Management sold 1,322 Discover Financial Services shares in Q2 2025, an estimated $226K.
  • Howard Capital Management first reported a position in Discover Financial Services in Q4 2017 and held it in 5 quarters.
  • Howard Capital Management's Discover Financial Services position peaked at $265K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Howard Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.