LWCFA
DFS

Loring Wolcott & Coolidge Fiduciary Advisors’s Discover Financial Services DFS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-18,546
Closed -$3.31M – 540
2025
Q1 		$3.31M Sell
18,546
-3,020
-14% -$552K 0.03% 103
2024
Q4 		$4.32M Hold
21,566
– – 0.04% 105
2024
Q3 		$3.09M Hold
21,566
– – 0.03% 116
2024
Q2 		$3.06M Hold
21,566
– – 0.03% 101
2024
Q1 		$2.73M Sell
21,566
-915
-4% -$105K 0.03% 98
2023
Q4 		$2.37M Hold
22,481
– – 0.02% 106
2023
Q3 		$1.92M Sell
22,481
-1,508
-6% -$150K 0.02% 118
2023
Q2 		$2.8M Buy
23,989
+33
+0.1% +$3.46K 0.03% 103
2023
Q1 		$2.37M Hold
23,956
– – 0.03% 106
2022
Q4 		$2.34M Hold
23,956
– – 0.03% 106
2022
Q3 		$2.18M Hold
23,956
– – 0.03% 106
2022
Q2 		$2.27M Hold
23,956
– – 0.03% 107
2022
Q1 		$2.64M Hold
23,956
– – 0.03% 109
2021
Q4 		$2.77M Hold
23,956
– – 0.03% 109
2021
Q3 		$2.94M Sell
23,956
-37
-0.2% -$4.64K 0.03% 101
2021
Q2 		$2.84M Sell
23,993
-985
-4% -$111K 0.03% 108
2021
Q1 		$2.37M Buy
24,978
+262
+1% +$24.7K 0.03% 109
2020
Q4 		$2.24M Buy
24,716
+800
+3% +$59.7K 0.03% 111
2020
Q3 		$1.38M Buy
23,916
+10,641
+80% +$557K 0.02% 126
2020
Q2 		$665K Hold
13,275
– – 0.01% 162
2020
Q1 		$474K Sell
13,275
-600
-4% -$39.7K 0.01% 176
2019
Q4 		$1.18M Buy
13,875
+589
+4% +$48.6K 0.02% 144
2019
Q3 		$1.08M Buy
13,286
+900
+7% +$74.3K 0.02% 149
2019
Q2 		$961K Hold
12,386
– – 0.01% 156
2019
Q1 		$881K Buy
12,386
+375
+3% +$25.7K 0.01% 161
2018
Q4 		$708K Hold
12,011
– – 0.01% 174
2018
Q3 		$918K Hold
12,011
– – 0.01% 162
2018
Q2 		$846K Sell
12,011
-180
-1% -$13.2K 0.01% 172
2018
Q1 		$877K Hold
12,191
– – 0.02% 171
2017
Q4 		$938K Buy
12,191
+180
+1% +$12.4K 0.02% 167
2017
Q3 		$774K Buy
12,011
+11
+0.1% +$667 0.01% 172
2017
Q2 		$731K Sell
12,000
-415
-3% -$25.7K 0.01% 168
2017
Q1 		$849K Hold
12,415
– – 0.02% 161
2016
Q4 		$895K Hold
12,415
– – 0.02% 160
2016
Q3 		$702K Sell
12,415
-37
-0.3% -$2.12K 0.02% 170
2016
Q2 		$667K Hold
12,452
– – 0.02% 167
2016
Q1 		$634K Hold
12,452
– – 0.02% 169
2015
Q4 		$668K Buy
12,452
+1,847
+17% +$102K 0.02% 173
2015
Q3 		$611K Hold
10,605
– – 0.02% 185
2015
Q2 		$611K Hold
10,605
– – 0.02% 185
2015
Q1 		$598K Hold
10,605
– – 0.02% 192
2014
Q4 		$695K Hold
10,605
– – 0.02% 167
2014
Q3 		$683K Hold
10,605
– – 0.02% 163
2014
Q2 		$657K Hold
10,605
– – 0.02% 172
2014
Q1 		$617K Hold
10,605
– – 0.02% 174
2013
Q4 		$593K Hold
10,605
– – 0.02% 177
2013
Q3 		$536K Sell
10,605
-158
-1% -$7.9K 0.02% 178
2013
Q2 		$513K Buy
+10,763
New +$494K 0.02% 189

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 $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 $5.16B AUM 18.64% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DFS Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 18,546 shares — an estimated $3.31M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $4.32M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 18,546 Discover Financial Services shares in Q2 2025, an estimated $3.31M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Discover Financial Services position peaked at $4.32M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.