Sabal Trust’s Discover Financial Services DFS Stock Holding History

Sabal Trust’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 Q1	–	Sell	-1,157	Closed	-$200K	–	238
2024 Q4	$200K	Buy	+1,157	New	+$190K	0.01%	229

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sabal Trust's DFS Position: Q1 2025 in Review

Sabal Trust sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 1,157 shares — an estimated $200K sold.

Sabal Trust first reported a position in DFS in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

Sabal Trust reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
Sabal Trust sold 1,157 Discover Financial Services shares in Q1 2025, an estimated $200K.
Sabal Trust first reported a position in Discover Financial Services in Q4 2024 and held it in 1 quarter.
Sabal Trust's Discover Financial Services position peaked at $200K in Q4 2024.
1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.