SIC
DFS

Sage Investment Counsel’s Discover Financial Services DFS Stock Holding History

Sage Investment Counsel’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
-2,790
Closed -$476K – 126
2025
Q1 		$476K Sell
2,790
-2,483
-47% -$454K 0.6% 48
2024
Q4 		$913K Buy
+5,273
New +$865K 1.19% 20

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Sage Investment Counsel's DFS Position: Q2 2025 in Review

Sage Investment Counsel sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,790 shares — an estimated $476K sold.

Sage Investment Counsel first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $913K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sage Investment Counsel reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 2,790 Discover Financial Services shares in Q2 2025, an estimated $476K.
  • Sage Investment Counsel first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Discover Financial Services position peaked at $913K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sage Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.