MC
DFS

Moors & Cabot’s Discover Financial Services DFS Stock Holding History

Moors & Cabot’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
2020
Q4 		– Sell
-5,000
Closed -$29K – 749
2020
Q3 		$29K Buy
+5,000
New +$262K ﹤0.01% 680

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

Moors & Cabot's DFS Position: Q2 2025 in Review

Moors & Cabot sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,550 shares — an estimated $606K sold.

Moors & Cabot first reported a position in DFS in Q2 2014 and held it in 39 quarters. The position peaked at $708K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Moors & Cabot reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Moors & Cabot sold 3,550 Discover Financial Services shares in Q2 2025, an estimated $606K.
  • Moors & Cabot first reported a position in Discover Financial Services in Q2 2014 and held it in 39 quarters.
  • Moors & Cabot's Discover Financial Services position peaked at $708K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.