Lipe & Dalton’s Discover Financial Services DFS Stock Holding History

Lipe & Dalton’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	-1,300	Closed	-$222K	–	91
2025 Q1	$222K	Hold	1,300	–	–	0.12%	73
2024 Q4	$225K	Buy	+1,300	New	+$213K	0.12%	75

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Lipe & Dalton's DFS Position: Q2 2025 in Review

Lipe & Dalton sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,300 shares — an estimated $222K sold.

Lipe & Dalton first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Lipe & Dalton reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Lipe & Dalton sold 1,300 Discover Financial Services shares in Q2 2025, an estimated $222K.
Lipe & Dalton first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
Lipe & Dalton's Discover Financial Services position peaked at $225K in Q4 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Lipe & Dalton's 13F filing for Q2 2025, filed 1 Aug 2025.