LA
DFS

Lynch & Associates’s Discover Financial Services DFS Stock Holding History

Lynch & 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
-21,197
Closed -$3.62M – 125
2025
Q1 		$3.62M Sell
21,197
-190
-0.9% -$34.8K 0.78% 43
2024
Q4 		$3.7M Sell
21,387
-7,570
-26% -$1.24M 0.8% 41
2024
Q3 		$4.06M Sell
28,957
-61
-0.2% -$8.21K 0.86% 37
2024
Q2 		$3.8M Buy
29,018
+208
+0.7% +$25.9K 0.86% 37
2024
Q1 		$3.78M Sell
28,810
-2,414
-8% -$277K 0.87% 37
2023
Q4 		$3.51M Sell
31,224
-2,173
-7% -$201K 0.85% 40
2023
Q3 		$2.89M Sell
33,397
-5,251
-14% -$522K 0.76% 40
2023
Q2 		$4.52M Buy
38,648
+947
+3% +$99.2K 1.16% 30
2023
Q1 		$3.73M Buy
37,701
+640
+2% +$68.5K 0.98% 37
2022
Q4 		$3.63M Buy
37,061
+666
+2% +$67K 0.95% 37
2022
Q3 		$3.31M Buy
36,395
+1,478
+4% +$150K 0.97% 37
2022
Q2 		$3.3M Buy
34,917
+701
+2% +$75K 0.9% 39
2022
Q1 		$3.77M Sell
34,216
-128
-0.4% -$15K 0.91% 39
2021
Q4 		$3.97M Buy
34,344
+1,419
+4% +$168K 0.94% 40
2021
Q3 		$4.04M Buy
32,925
+1,130
+4% +$142K 1.05% 38
2021
Q2 		$3.76M Buy
31,795
+3,491
+12% +$395K 0.97% 38
2021
Q1 		$2.69M Buy
28,304
+2,046
+8% +$193K 0.73% 43
2020
Q4 		$2.38M Sell
26,258
-343
-1% -$25.6K 0.65% 44
2020
Q3 		$1.54M Buy
26,601
+7,052
+36% +$369K 0.46% 49
2020
Q2 		$979K Buy
+19,549
New +$860K 0.32% 59

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 $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Lynch & Associates's DFS Position: Q2 2025 in Review

Lynch & Associates sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 21,197 shares — an estimated $3.62M sold.

Lynch & Associates first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $4.52M in Q2 2023. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Lynch & Associates reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Lynch & Associates sold 21,197 Discover Financial Services shares in Q2 2025, an estimated $3.62M.
  • Lynch & Associates first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • Lynch & Associates's Discover Financial Services position peaked at $4.52M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Lynch & Associates's 13F filing for Q2 2025, filed 15 Jul 2025.