RCM
DFS

Raleigh Capital Management’s Discover Financial Services DFS Stock Holding History

Raleigh Capital Management’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
-389
Closed -$66.4K – 655
2025
Q1 		$66.4K Sell
389
-281
-42% -$51.4K 0.03% 255
2024
Q4 		$116K Sell
670
-365
-35% -$59.9K 0.04% 239
2024
Q3 		$145K Buy
1,035
+282
+37% +$37.9K 0.06% 225
2024
Q2 		$98.5K Buy
753
+405
+116% +$50.5K 0.04% 246
2024
Q1 		$45.7K Buy
348
+163
+88% +$18.7K 0.02% 308
2023
Q4 		$20.9K Buy
185
+3
+2% +$277 0.01% 430
2023
Q3 		$15.7K Buy
182
+4
+2% +$397 0.01% 429
2023
Q2 		$20.8K Buy
178
+34
+24% +$3.56K 0.01% 380
2023
Q1 		$14.2K Buy
144
+31
+27% +$3.32K 0.01% 431
2022
Q4 		$11.1K Buy
113
+70
+163% +$7.04K 0.01% 413
2022
Q3 		$4K Buy
43
+36
+514% +$3.64K ﹤0.01% 522
2022
Q2 		$1K Hold
7
– – ﹤0.01% 569
2022
Q1 		$1K Buy
+7
New +$823 ﹤0.01% 559

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

Raleigh Capital Management's DFS Position: Q2 2025 in Review

Raleigh Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 389 shares — an estimated $66.4K sold.

Raleigh Capital Management first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $145K in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Raleigh Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 389 Discover Financial Services shares in Q2 2025, an estimated $66.4K.
  • Raleigh Capital Management first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • Raleigh Capital Management's Discover Financial Services position peaked at $145K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.