PCP
DFS

Proficio Capital Partners’s Discover Financial Services DFS Stock Holding History

Proficio Capital 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
-1,278
Closed -$218K – 442
2025
Q1 		$218K Buy
1,278
+71
+6% +$13K 0.02% 355
2024
Q4 		$209K Buy
+1,207
New +$198K 0.02% 346
2019
Q3 		– Sell
-731
Closed -$57K – 495
2019
Q2 		$57K Sell
731
-7
-0.9% -$542 0.02% 325
2019
Q1 		$53K Buy
738
+47
+7% +$3.22K 0.02% 324
2018
Q4 		$41K Sell
691
-14
-2% -$967 0.02% 346
2018
Q3 		$54K Sell
705
-6
-0.8% -$452 0.02% 332
2018
Q2 		$50K Buy
711
+9
+1% +$660 0.02% 361
2018
Q1 		$50K Buy
702
+1
+0.1% +$77 0.01% 343
2017
Q4 		$54K Buy
701
+15
+2% +$1.03K 0.02% 324
2017
Q3 		$44K Buy
686
+546
+390% +$33.1K 0.02% 410
2017
Q2 		$9K Sell
140
-346
-71% -$21.4K ﹤0.01% 820
2017
Q1 		$29K Buy
486
+406
+508% +$28.5K 0.01% 517
2016
Q4 		$6K Hold
80
– – ﹤0.01% 706
2016
Q3 		$5K Hold
80
– – ﹤0.01% 703
2016
Q2 		$5K Sell
80
-36
-31% -$1.96K ﹤0.01% 684
2016
Q1 		$6K Buy
116
+26
+29% +$1.25K 0.01% 481
2015
Q4 		$5K Buy
+90
New +$4.99K ﹤0.01% 411

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 $4.82B AUM 20.19% 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

Proficio Capital Partners's DFS Position: Q2 2025 in Review

Proficio Capital Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,278 shares — an estimated $218K sold.

Proficio Capital Partners first reported a position in DFS in Q4 2015 and held it in 17 quarters. The position peaked at $218K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Proficio Capital Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 1,278 Discover Financial Services shares in Q2 2025, an estimated $218K.
  • Proficio Capital Partners first reported a position in Discover Financial Services in Q4 2015 and held it in 17 quarters.
  • Proficio Capital Partners's Discover Financial Services position peaked at $218K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.