RP
DFS

Rowlandmiller & Partners’s Discover Financial Services DFS Stock Holding History

Rowlandmiller & 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
-9,381
Closed -$1.6M – 189
2025
Q1 		$1.6M Sell
9,381
-245
-3% -$44.8K 0.34% 63
2024
Q4 		$1.67M Sell
9,626
-200
-2% -$32.8K 0.35% 63
2024
Q3 		$1.38M Hold
9,826
– – 0.28% 70
2024
Q2 		$1.29M Sell
9,826
-770
-7% -$96K 0.28% 68
2024
Q1 		$1.39M Buy
10,596
+370
+4% +$42.4K 0.29% 68
2023
Q4 		$1.15M Sell
10,226
-245
-2% -$22.6K 0.26% 70
2023
Q3 		$907K Sell
10,471
-2
-0% -$199 0.22% 76
2023
Q2 		$1.22M Sell
10,473
-200
-2% -$21K 0.29% 67
2023
Q1 		$1.05M Buy
10,673
+570
+6% +$61K 0.26% 70
2022
Q4 		$980K Buy
10,103
+1,000
+11% +$101K 0.24% 70
2022
Q3 		$828K Buy
9,103
+2
+0% +$202 0.22% 70
2022
Q2 		$861K Buy
9,101
+302
+3% +$32.3K 0.22% 69
2022
Q1 		$970K Sell
8,799
-125
-1% -$14.7K 0.23% 69
2021
Q4 		$1.03M Buy
+8,924
New +$1.06M 0.23% 71
2021
Q3 		– Sell
-7,909
Closed -$936K – 156
2021
Q2 		$936K Buy
+7,909
New +$894K 0.23% 71

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

Rowlandmiller & Partners's DFS Position: Q2 2025 in Review

Rowlandmiller & Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,381 shares — an estimated $1.6M sold.

Rowlandmiller & Partners first reported a position in DFS in Q2 2021 and held it in 15 quarters. The position peaked at $1.67M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Rowlandmiller & Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Rowlandmiller & Partners sold 9,381 Discover Financial Services shares in Q2 2025, an estimated $1.6M.
  • Rowlandmiller & Partners first reported a position in Discover Financial Services in Q2 2021 and held it in 15 quarters.
  • Rowlandmiller & Partners's Discover Financial Services position peaked at $1.67M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Rowlandmiller & Partners's 13F filing for Q2 2025, filed 1 Jul 2025.