KDA
DFS

Kraft Davis & Associates’s Discover Financial Services DFS Stock Holding History

Kraft Davis & Associates’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
-1,716
Closed -$297K – 141
2025
Q1 		$297K Buy
+1,716
New +$314K 0.1% 101

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

Kraft Davis & Associates's DFS Position: Q2 2025 in Review

Kraft Davis & Associates sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,716 shares — an estimated $297K sold.

Kraft Davis & Associates first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $297K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Kraft Davis & Associates reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 1,716 Discover Financial Services shares in Q2 2025, an estimated $297K.
  • Kraft Davis & Associates first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Kraft Davis & Associates's Discover Financial Services position peaked at $297K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Kraft Davis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.