PB
DFS

Pinnacle Bancorp’s Discover Financial Services DFS Stock Holding History

Pinnacle Bancorp’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
-199
Closed -$34K – 915
2025
Q1 		$34K Sell
199
-61
-23% -$11.2K 0.01% 487
2024
Q4 		$45K Sell
260
-32
-11% -$5.25K 0.01% 448
2024
Q3 		$41K Buy
292
+79
+37% +$10.6K 0.01% 458
2024
Q2 		$27.9K Hold
213
– – 0.01% 499
2024
Q1 		$27.9K Sell
213
-340
-61% -$39K 0.01% 498
2023
Q4 		$62.2K Buy
553
+171
+45% +$15.8K 0.02% 350
2023
Q3 		$33.1K Buy
382
+282
+282% +$28K 0.01% 433
2023
Q2 		$11.7K Hold
100
– – ﹤0.01% 578
2023
Q1 		$9.88K Hold
100
– – ﹤0.01% 619
2022
Q4 		$10K Hold
100
– – ﹤0.01% 567
2022
Q3 		$9K Hold
100
– – ﹤0.01% 570
2022
Q2 		$9K Hold
100
– – ﹤0.01% 576
2022
Q1 		$11K Hold
100
– – ﹤0.01% 558
2021
Q4 		$12K Hold
100
– – ﹤0.01% 544
2021
Q3 		$12K Sell
100
-37
-27% -$4.64K ﹤0.01% 551
2021
Q2 		$16K Hold
137
– – 0.01% 523
2021
Q1 		$13K Buy
+137
New +$12.9K 0.01% 542
2020
Q3 		– Sell
-99
Closed -$5K – 672
2020
Q2 		$5K Hold
99
– – ﹤0.01% 594
2020
Q1 		$4K Hold
99
– – ﹤0.01% 605
2019
Q4 		$8K Sell
99
-44
-31% -$3.63K 0.01% 559
2019
Q3 		$12K Buy
143
+44
+44% +$3.63K 0.01% 537
2019
Q2 		$8K Hold
99
– – ﹤0.01% 585
2019
Q1 		$7K Sell
99
-440
-82% -$30.1K ﹤0.01% 593
2018
Q4 		$32K Buy
+539
New +$37.2K 0.02% 351
2017
Q1 		$38K Buy
+554
New +$38.9K 0.03% 319

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

Pinnacle Bancorp's DFS Position: Q2 2025 in Review

Pinnacle Bancorp sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 199 shares — an estimated $34K sold.

Pinnacle Bancorp first reported a position in DFS in Q1 2017 and held it in 25 quarters. The position peaked at $62.2K in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Pinnacle Bancorp reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Bancorp sold 199 Discover Financial Services shares in Q2 2025, an estimated $34K.
  • Pinnacle Bancorp first reported a position in Discover Financial Services in Q1 2017 and held it in 25 quarters.
  • Pinnacle Bancorp's Discover Financial Services position peaked at $62.2K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Pinnacle Bancorp's 13F filing for Q2 2025, filed 11 Jul 2025.