Kayne Anderson Rudnick Investment Management
DFS

Kayne Anderson Rudnick Investment Management’s Discover Financial Services DFS Stock Holding History

Kayne Anderson Rudnick Investment 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
-17
Closed -$2.9K – 1099
2025
Q1 		$2.9K Sell
17
-11
-39% -$2.01K ﹤0.01% 769
2024
Q4 		$4.98K Buy
28
+11
+65% +$1.8K ﹤0.01% 741
2024
Q3 		$2.38K Sell
17
-3
-15% -$404 ﹤0.01% 795
2024
Q2 		$2.62K Buy
20
+3
+18% +$374 ﹤0.01% 747
2024
Q1 		$2.23K Hold
17
– – ﹤0.01% 755
2023
Q4 		$1.91K Sell
17
-7
-29% -$647 ﹤0.01% 757
2023
Q3 		$2.08K Sell
24
-5
-17% -$497 ﹤0.01% 680
2023
Q2 		$3.39K Buy
29
+17
+142% +$1.78K ﹤0.01% 646
2023
Q1 		$1.19K Hold
12
– – ﹤0.01% 647
2022
Q4 		$1.17K Buy
12
+5
+71% +$503 ﹤0.01% 652
2022
Q3 		$1K Buy
+7
New +$708 ﹤0.01% 625
2021
Q1 		– Sell
-57
Closed -$5K – 606
2020
Q4 		$5K Buy
+57
New +$4.25K ﹤0.01% 503
2020
Q1 		– Sell
-18
Closed -$2K – 625
2019
Q4 		$2K Buy
+18
New +$1.49K ﹤0.01% 562

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's DFS Position: Q2 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 17 shares — an estimated $2.9K sold.

Kayne Anderson Rudnick Investment Management first reported a position in DFS in Q4 2019 and held it in 13 quarters. The position peaked at $5K in Q4 2020. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 17 Discover Financial Services shares in Q2 2025, an estimated $2.9K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Discover Financial Services in Q4 2019 and held it in 13 quarters.
  • Kayne Anderson Rudnick Investment Management's Discover Financial Services position peaked at $5K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.