P
DFS

&Partners’s Discover Financial Services DFS Stock Holding History

&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
-6,954
Closed -$1.1M – 2004
2025
Q1 		$1.1M Sell
6,954
-377
-5% -$69K 0.01% 785
2024
Q4 		$1.29M Buy
7,331
+1,173
+19% +$193K 0.02% 667
2024
Q3 		$864K Buy
+6,158
New +$828K 0.02% 625
2024
Q1 		– Sell
-4,025
Closed -$452K – 495
2023
Q4 		$452K Hold
4,025
– – 0.11% 165
2023
Q3 		$349K Sell
4,025
-2,290
-36% -$227K 0.16% 114
2023
Q2 		$738K Sell
6,315
-100
-2% -$10.5K 0.33% 61
2023
Q1 		$624K Sell
6,415
-531
-8% -$56.8K 0.3% 67
2022
Q4 		$680K Sell
6,946
-345
-5% -$34.7K 0.34% 63
2022
Q3 		$663K Sell
7,291
-110
-1% -$11.1K 0.38% 61
2022
Q2 		$690K Buy
+7,401
New +$792K 0.4% 61

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

&Partners's DFS Position: Q2 2025 in Review

&Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,954 shares — an estimated $1.1M sold.

&Partners first reported a position in DFS in Q2 2022 and held it in 10 quarters. The position peaked at $1.29M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • &Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • &Partners sold 6,954 Discover Financial Services shares in Q2 2025, an estimated $1.1M.
  • &Partners first reported a position in Discover Financial Services in Q2 2022 and held it in 10 quarters.
  • &Partners's Discover Financial Services position peaked at $1.29M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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