Interval Partners’s Discover Financial Services DFS Stock Holding History

Interval Partners’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
2017 Q3	–	Sell	-91,800	Closed	-$5.71M	–	179
2017 Q2	$5.71M	Buy	+91,800	New	+$5.69M	0.25%	113
2015 Q4	–	Sell	-90,000	Closed	-$4.68M	–	155
2015 Q3	$4.68M	Buy	+90,000	New	+$4.94M	0.6%	44
2015 Q1	–	Sell	-90,000	Closed	-$5.89M	–	147
2014 Q4	$5.89M	Buy	+90,000	New	+$5.78M	0.89%	37

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Interval Partners's DFS Position: Q2 2025 in Review

Interval Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,576 shares — an estimated $1.63M sold.

Interval Partners first reported a position in DFS in Q3 2015 and held it in 22 quarters. The position peaked at $18.5M in Q3 2022. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Interval Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Interval Partners sold 9,576 Discover Financial Services shares in Q2 2025, an estimated $1.63M.
Interval Partners first reported a position in Discover Financial Services in Q3 2015 and held it in 22 quarters.
Interval Partners's Discover Financial Services position peaked at $18.5M in Q3 2022.
9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Interval Partners's 13F filing for Q2 2025, filed 14 Aug 2025.