SCTC
DFS

Sanibel Captiva Trust Company’s Discover Financial Services DFS Stock Holding History

Sanibel Captiva 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
-15,376
Closed -$2.62M – 394
2025
Q1 		$2.62M Sell
15,376
-450
-3% -$82.3K 0.09% 151
2024
Q4 		$2.74M Sell
15,826
-1,615
-9% -$265K 0.09% 143
2024
Q3 		$2.45M Sell
17,441
-190
-1% -$25.6K 0.08% 155
2024
Q2 		$2.31M Sell
17,631
-1,038
-6% -$129K 0.08% 154
2024
Q1 		$2.45M Sell
18,669
-3,955
-17% -$453K 0.08% 140
2023
Q4 		$2.54M Buy
+22,624
New +$2.09M 0.09% 135

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

Sanibel Captiva Trust Company's DFS Position: Q2 2025 in Review

Sanibel Captiva Trust Company sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 15,376 shares — an estimated $2.62M sold.

Sanibel Captiva Trust Company first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $2.74M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sanibel Captiva Trust Company reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sanibel Captiva Trust Company sold 15,376 Discover Financial Services shares in Q2 2025, an estimated $2.62M.
  • Sanibel Captiva Trust Company first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Sanibel Captiva Trust Company's Discover Financial Services position peaked at $2.74M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2025, filed 13 Aug 2025.