RTC
DFS

Riverview Trust Company’s Discover Financial Services DFS Stock Holding History

Riverview Trust Company’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
-257
Closed -$43.9K – 305
2025
Q1 		$43.9K Sell
257
-5
-2% -$915 0.04% 239
2024
Q4 		$45.4K Hold
262
– – 0.04% 238
2024
Q3 		$36.8K Buy
262
+5
+2% +$673 0.03% 289
2024
Q2 		$33.6K Hold
257
– – 0.03% 287
2024
Q1 		$33.7K Buy
+257
New +$29.5K 0.03% 309
2023
Q3 		– Sell
-131
Closed -$15.3K – 685
2023
Q2 		$15.3K Hold
131
– – 0.01% 509
2023
Q1 		$12.9K Hold
131
– – 0.01% 604
2022
Q4 		$13K Buy
+131
New +$13.2K 0.01% 559
2022
Q3 		– Sell
-123
Closed -$12K – 760
2022
Q2 		$12K Sell
123
-33
-21% -$3.53K 0.01% 624
2022
Q1 		$17K Buy
+156
New +$18.3K 0.01% 556

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

Riverview Trust Company's DFS Position: Q2 2025 in Review

Riverview Trust Company sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 257 shares — an estimated $43.9K sold.

Riverview Trust Company first reported a position in DFS in Q1 2022 and held it in 10 quarters. The position peaked at $45.4K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Riverview Trust Company reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 257 Discover Financial Services shares in Q2 2025, an estimated $43.9K.
  • Riverview Trust Company first reported a position in Discover Financial Services in Q1 2022 and held it in 10 quarters.
  • Riverview Trust Company's Discover Financial Services position peaked at $45.4K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.