NSG
DFS

Nalls Sherbakoff Group’s Discover Financial Services DFS Stock Holding History

Nalls Sherbakoff Group’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
-700
Closed -$119K – 438
2025
Q1 		$119K Buy
+700
New +$128K 0.1% 114
2023
Q4 		$78.7K Hold
700
– – 0.07% 132
2023
Q3 		$60.6K Hold
700
– – 0.06% 142
2023
Q2 		$71.9K Sell
700
-27
-4% -$2.83K 0.07% 137
2023
Q1 		$71.3K Buy
+727
New +$77.8K 0.07% 138
2018
Q4 		$52K Buy
+875
New +$60.4K 0.08% 138

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

Nalls Sherbakoff Group's DFS Position: Q2 2025 in Review

Nalls Sherbakoff Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 700 shares — an estimated $119K sold.

Nalls Sherbakoff Group first reported a position in DFS in Q4 2018 and held it in 6 quarters. The position peaked at $119K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Nalls Sherbakoff Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 700 Discover Financial Services shares in Q2 2025, an estimated $119K.
  • Nalls Sherbakoff Group first reported a position in Discover Financial Services in Q4 2018 and held it in 6 quarters.
  • Nalls Sherbakoff Group's Discover Financial Services position peaked at $119K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2025, filed 12 Mar 2026.