ME
DFS

McIlrath & Eck’s Discover Financial Services DFS Stock Holding History

McIlrath & Eck’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
-606
Closed -$103K – 942
2025
Q1 		$103K Sell
606
-138
-19% -$25.2K 0.01% 197
2024
Q4 		$129K Sell
744
-50
-6% -$8.21K 0.02% 161
2024
Q3 		$111K Hold
794
– – 0.01% 175
2024
Q2 		$104K Hold
794
– – 0.02% 171
2024
Q1 		$104K Sell
794
-151
-16% -$17.3K 0.02% 169
2023
Q4 		$106K Hold
945
– – 0.02% 159
2023
Q3 		$81.9K Hold
945
– – 0.02% 189
2023
Q2 		$110K Buy
945
+34
+4% +$3.56K 0.02% 159
2023
Q1 		$90K Hold
911
– – 0.02% 167
2022
Q4 		$89.1K Hold
911
– – 0.02% 165
2022
Q3 		$83K Hold
911
– – 0.02% 168
2022
Q2 		$86K Hold
911
– – 0.03% 151
2022
Q1 		$100K Buy
911
+41
+5% +$4.82K 0.03% 139
2021
Q4 		$101K Buy
870
+154
+22% +$18.2K 0.03% 141
2021
Q3 		$88K Hold
716
– – 0.03% 156
2021
Q2 		$85K Buy
716
+240
+50% +$27.1K 0.03% 175
2021
Q1 		$45K Buy
476
+419
+735% +$39.5K 0.02% 209
2020
Q4 		$5K Sell
57
-79
-58% -$5.89K ﹤0.01% 527
2020
Q3 		$8K Hold
136
– – ﹤0.01% 416
2020
Q2 		$7K Sell
136
-34
-20% -$1.5K ﹤0.01% 408
2020
Q1 		$6K Hold
170
– – ﹤0.01% 398
2019
Q4 		$14K Hold
170
– – 0.01% 297
2019
Q3 		$14K Hold
170
– – 0.01% 273
2019
Q2 		$12K Hold
170
– – 0.01% 290
2019
Q1 		$12K Hold
170
– – 0.01% 290
2018
Q4 		$10K Hold
170
– – 0.01% 272
2018
Q3 		$13K Sell
170
-166
-49% -$12.5K 0.01% 259
2018
Q2 		$24K Hold
336
– – 0.01% 173
2018
Q1 		$24K Buy
336
+1
+0.3% +$77 0.01% 170
2017
Q4 		$26K Buy
+335
New +$23K 0.02% 166

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $5.8B AUM 14.71% 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

McIlrath & Eck's DFS Position: Q2 2025 in Review

McIlrath & Eck sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 606 shares — an estimated $103K sold.

McIlrath & Eck first reported a position in DFS in Q4 2017 and held it in 30 quarters. The position peaked at $129K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • McIlrath & Eck reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • McIlrath & Eck sold 606 Discover Financial Services shares in Q2 2025, an estimated $103K.
  • McIlrath & Eck first reported a position in Discover Financial Services in Q4 2017 and held it in 30 quarters.
  • McIlrath & Eck's Discover Financial Services position peaked at $129K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on McIlrath & Eck's 13F filing for Q2 2025, filed 14 Aug 2025.