Kovitz Investment Group Partners
DFS

Kovitz Investment Group Partners’s Discover Financial Services DFS Stock Holding History

Kovitz Investment Group 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
2025
Q2 		– Sell
-8,619
Closed -$1.47M – 1367
2025
Q1 		$1.47M Sell
8,619
-116
-1% -$21.2K 0.01% 642
2024
Q4 		$1.51M Sell
8,735
-188
-2% -$30.9K 0.01% 627
2024
Q3 		$586K Sell
8,923
-3,832
-30% -$515K ﹤0.01% 729
2024
Q2 		$1.67M Buy
12,755
+1,349
+12% +$168K 0.01% 453
2024
Q1 		$1.5M Buy
+11,406
New +$1.31M 0.02% 341
2022
Q2 		– Sell
-2,434
Closed -$268K – 408
2022
Q1 		$268K Sell
2,434
-865
-26% -$102K 0.01% 385
2021
Q4 		$299K Buy
3,299
+815
+33% +$96.4K 0.01% 373
2021
Q3 		$305K Sell
2,484
-492
-17% -$61.7K 0.01% 385
2021
Q2 		$352K Buy
2,976
+277
+10% +$31.3K 0.01% 377
2021
Q1 		$256K Sell
2,699
-600
-18% -$56.6K 0.01% 380
2020
Q4 		$299K Sell
3,299
-250
-7% -$18.7K 0.01% 371
2020
Q3 		$205K Buy
+3,549
New +$186K 0.01% 388
2020
Q1 		– Sell
-2,780
Closed -$236K – 370
2019
Q4 		$236K Hold
2,780
– – 0.01% 353
2019
Q3 		$226K Sell
2,780
-563
-17% -$46.5K 0.01% 347
2019
Q2 		$259K Hold
3,343
– – 0.01% 336
2019
Q1 		$238K Sell
3,343
-1,607
-32% -$110K 0.01% 345
2018
Q4 		$292K Sell
4,950
-300
-6% -$20.7K 0.01% 237
2018
Q3 		$401K Sell
5,250
-300
-5% -$22.6K 0.02% 119
2018
Q2 		$391K Sell
5,550
-600
-10% -$44K 0.02% 120
2018
Q1 		$442K Sell
6,150
-7,158
-54% -$553K 0.02% 116
2017
Q4 		$1.02K Sell
13,308
-100
-0.7% -$6.88K 0.04% 91
2017
Q3 		$865K Sell
13,408
-1,154
-8% -$70K 0.04% 95
2017
Q2 		$906K Sell
14,562
-3,580
-20% -$222K 0.05% 94
2017
Q1 		$1.24M Sell
18,142
-200
-1% -$14K 0.07% 73
2016
Q4 		$1.32M Sell
18,342
-167
-0.9% -$10.6K 0.08% 65
2016
Q3 		$1.05M Sell
18,509
-196
-1% -$11.2K 0.06% 81
2016
Q2 		$1M Buy
18,705
+100
+0.5% +$5.44K 0.07% 79
2016
Q1 		$947K Buy
+18,605
New +$897K 0.06% 83

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 $4.82B AUM 20.19% 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

Kovitz Investment Group Partners's DFS Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 8,619 shares — an estimated $1.47M sold.

Kovitz Investment Group Partners first reported a position in DFS in Q1 2016 and held it in 28 quarters. The position peaked at $1.67M in Q2 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,619 Discover Financial Services shares in Q2 2025, an estimated $1.47M.
  • Kovitz Investment Group Partners first reported a position in Discover Financial Services in Q1 2016 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Discover Financial Services position peaked at $1.67M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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