KCM
DFS

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

Kathmere 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
-1,343
Closed -$229K – 490
2025
Q1 		$229K Hold
1,343
– – 0.02% 387
2024
Q4 		$233K Buy
+1,343
New +$220K 0.02% 364
2023
Q3 		– Sell
-2,048
Closed -$239K – 270
2023
Q2 		$239K Buy
+2,048
New +$215K 0.04% 203

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

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

Kathmere Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,343 shares — an estimated $229K sold.

Kathmere Capital Management first reported a position in DFS in Q2 2023 and held it in 3 quarters. The position peaked at $239K in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Kathmere Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 1,343 Discover Financial Services shares in Q2 2025, an estimated $229K.
  • Kathmere Capital Management first reported a position in Discover Financial Services in Q2 2023 and held it in 3 quarters.
  • Kathmere Capital Management's Discover Financial Services position peaked at $239K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Kathmere Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.