KIA
DFS

KCM Investment Advisors’s Discover Financial Services DFS Stock Holding History

KCM Investment Advisors’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
-1,223
Closed -$209K – 382
2025
Q1 		$209K Hold
1,223
– – 0.01% 350
2024
Q4 		$212K Buy
+1,223
New +$201K 0.01% 352
2022
Q2 		– Sell
-2,423
Closed -$267K – 391
2022
Q1 		$267K Hold
2,423
– – 0.01% 363
2021
Q4 		$280K Buy
+2,423
New +$287K 0.01% 352

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

KCM Investment Advisors's DFS Position: Q2 2025 in Review

KCM Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,223 shares — an estimated $209K sold.

KCM Investment Advisors first reported a position in DFS in Q4 2021 and held it in 4 quarters. The position peaked at $280K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • KCM Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • KCM Investment Advisors sold 1,223 Discover Financial Services shares in Q2 2025, an estimated $209K.
  • KCM Investment Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 4 quarters.
  • KCM Investment Advisors's Discover Financial Services position peaked at $280K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on KCM Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.