Luther King Capital Management (LKCM)
DFS

Luther King Capital Management (LKCM)’s Discover Financial Services DFS Stock Holding History

Luther King Capital Management (LKCM)’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
-39,271
Closed -$6.7M – 592
2025
Q1 		$6.7M Buy
39,271
+435
+1% +$79.6K 0.03% 198
2024
Q4 		$6.73M Buy
38,836
+215
+0.6% +$35.3K 0.03% 200
2024
Q3 		$5.42M Buy
38,621
+545
+1% +$73.3K 0.02% 218
2024
Q2 		$4.98M Sell
38,076
-1,103
-3% -$137K 0.02% 218
2024
Q1 		$5.14M Buy
39,179
+2,770
+8% +$317K 0.02% 215
2023
Q4 		$4.09M Sell
36,409
-3,332
-8% -$308K 0.02% 236
2023
Q3 		$3.44M Buy
39,741
+213
+0.5% +$21.2K 0.02% 248
2023
Q2 		$4.62M Buy
39,528
+1,248
+3% +$131K 0.02% 217
2023
Q1 		$3.78M Buy
38,280
+51
+0.1% +$5.46K 0.02% 231
2022
Q4 		$3.74M Buy
38,229
+2,073
+6% +$209K 0.02% 218
2022
Q3 		$3.29M Buy
36,156
+2,814
+8% +$285K 0.02% 232
2022
Q2 		$3.15M Buy
33,342
+16,960
+104% +$1.81M 0.02% 238
2022
Q1 		$1.8M Buy
16,382
+8,409
+105% +$988K 0.01% 318
2021
Q4 		$921K Sell
7,973
-102
-1% -$12.1K ﹤0.01% 421
2021
Q3 		$992K Buy
8,075
+387
+5% +$48.5K ﹤0.01% 413
2021
Q2 		$909K Buy
7,688
+1,600
+26% +$181K ﹤0.01% 434
2021
Q1 		$578K Hold
6,088
– – ﹤0.01% 451
2020
Q4 		$551K Buy
6,088
+515
+9% +$38.4K ﹤0.01% 435
2020
Q3 		$322K Sell
5,573
-100
-2% -$5.24K ﹤0.01% 458
2020
Q2 		$284K Hold
5,673
– – ﹤0.01% 459
2020
Q1 		$202K Sell
5,673
-1,415
-20% -$93.7K ﹤0.01% 482
2019
Q4 		$601K Buy
7,088
+3,415
+93% +$282K ﹤0.01% 398
2019
Q3 		$298K Buy
+3,673
New +$303K ﹤0.01% 463

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

Luther King Capital Management (LKCM)'s DFS Position: Q2 2025 in Review

Luther King Capital Management (LKCM) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 39,271 shares — an estimated $6.7M sold.

Luther King Capital Management (LKCM) first reported a position in DFS in Q3 2019 and held it in 23 quarters. The position peaked at $6.73M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Luther King Capital Management (LKCM) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 39,271 Discover Financial Services shares in Q2 2025, an estimated $6.7M.
  • Luther King Capital Management (LKCM) first reported a position in Discover Financial Services in Q3 2019 and held it in 23 quarters.
  • Luther King Capital Management (LKCM)'s Discover Financial Services position peaked at $6.73M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2025, filed 7 Aug 2025.