ORG Partners’s Discover Financial Services DFS Stock Holding History

ORG Partners’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	-127	Closed	-$21.7K	–	1546
2025 Q1	$21.7K	Sell	127 -23	-15%	-$4.21K	0.01%	668
2024 Q4	$26.1K	Hold	150	–	–	﹤0.01%	680
2024 Q3	$21K	Hold	150	–	–	﹤0.01%	666
2024 Q2	$19.9K	Buy	+150	New	+$18.7K	﹤0.01%	1072
2024 Q1	–	Sell	-300	Closed	-$33.7K	–	655
2023 Q4	$33.7K	Hold	300	–	–	0.01%	598
2023 Q3	$26K	Sell	300 -104	-26%	-$10.3K	0.01%	651
2023 Q2	$47.7K	Buy	+404	New	+$42.3K	0.01%	674

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

ORG Partners's DFS Position: Q2 2025 in Review

ORG Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 127 shares — an estimated $21.7K sold.

ORG Partners first reported a position in DFS in Q2 2023 and held it in 7 quarters. The position peaked at $47.7K in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

ORG Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 127 Discover Financial Services shares in Q2 2025, an estimated $21.7K.
ORG Partners first reported a position in Discover Financial Services in Q2 2023 and held it in 7 quarters.
ORG Partners's Discover Financial Services position peaked at $47.7K in Q2 2023.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.