MCM
DFS

Manchester Capital Management’s Discover Financial Services DFS Stock Holding History

Manchester Capital Management’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
-92
Closed -$15.7K – 1210
2025
Q1 		$15.7K Buy
92
+11
+14% +$2.01K ﹤0.01% 756
2024
Q4 		$14K Hold
81
– – ﹤0.01% 764
2024
Q3 		$11.4K Hold
81
– – ﹤0.01% 773
2024
Q2 		$10.6K Buy
81
+21
+35% +$2.62K ﹤0.01% 753
2024
Q1 		$7.87K Buy
60
+9
+18% +$1.03K ﹤0.01% 668
2023
Q4 		$5.73K Buy
+51
New +$4.71K ﹤0.01% 680
2023
Q3 		– Sell
-18
Closed -$2.1K – 1015
2023
Q2 		$2.1K Sell
18
-29
-62% -$3.04K ﹤0.01% 735
2023
Q1 		$4.65K Hold
47
– – ﹤0.01% 630
2022
Q4 		$4.6K Buy
+47
New +$4.73K ﹤0.01% 537
2021
Q4 		– Sell
-10
Closed -$1K – 1029
2021
Q3 		$1K Buy
+10
New +$1.25K ﹤0.01% 943
2016
Q1 		– Sell
-1,000
Closed -$54K – 613
2015
Q4 		$54K Hold
1,000
– – 0.01% 426
2015
Q3 		$52K Hold
1,000
– – 0.01% 412
2015
Q2 		$58K Hold
1,000
– – 0.01% 369
2015
Q1 		$56K Sell
1,000
-560
-36% -$33.2K 0.01% 355
2014
Q4 		$102K Hold
1,560
– – 0.01% 540
2014
Q3 		$100K Sell
1,560
-100
-6% -$6.27K 0.01% 566
2014
Q2 		$103K Buy
1,660
+100
+6% +$5.84K 0.01% 550
2014
Q1 		$91K Hold
1,560
– – 0.01% 542
2013
Q4 		$87K Sell
1,560
-2,100
-57% -$110K 0.01% 500
2013
Q3 		$185K Hold
3,660
– – 0.03% 342
2013
Q2 		$174K Buy
+3,660
New +$168K 0.03% 337

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

Manchester Capital Management's DFS Position: Q2 2025 in Review

Manchester Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 92 shares — an estimated $15.7K sold.

Manchester Capital Management first reported a position in DFS in Q2 2013 and held it in 21 quarters. The position peaked at $185K in Q3 2013. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Manchester Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Manchester Capital Management sold 92 Discover Financial Services shares in Q2 2025, an estimated $15.7K.
  • Manchester Capital Management first reported a position in Discover Financial Services in Q2 2013 and held it in 21 quarters.
  • Manchester Capital Management's Discover Financial Services position peaked at $185K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Manchester Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.