SBFM
DFS

S-Bank Fund Management’s Discover Financial Services DFS Stock Holding History

S-Bank Fund 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
-1,541
Closed -$263K – 215
2025
Q1 		$263K Buy
+1,541
New +$282K 0.05% 148

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

S-Bank Fund Management's DFS Position: Q2 2025 in Review

S-Bank Fund Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,541 shares — an estimated $263K sold.

S-Bank Fund Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $263K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • S-Bank Fund Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • S-Bank Fund Management sold 1,541 Discover Financial Services shares in Q2 2025, an estimated $263K.
  • S-Bank Fund Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • S-Bank Fund Management's Discover Financial Services position peaked at $263K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on S-Bank Fund Management's 13F filing for Q2 2025, filed 29 Jul 2025.