SP
DFS

Saranac Partners’s Discover Financial Services DFS Stock Holding History

Saranac 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
-1,370
Closed -$234K – 71
2025
Q1 		$234K Hold
1,370
– – 0.13% 69
2024
Q4 		$237K Buy
+1,370
New +$225K 0.13% 69
2024
Q1 		– Sell
-25,352
Closed -$2.85M – 85
2023
Q4 		$2.85M Sell
25,352
-25,315
-50% -$2.34M 1.88% 27
2023
Q3 		$4.39M Buy
50,667
+1,365
+3% +$136K 2.47% 21
2023
Q2 		$5.76M Buy
49,302
+565
+1% +$59.2K 3.05% 17
2023
Q1 		$4.82M Buy
48,737
+29,429
+152% +$3.15M 2.84% 19
2022
Q4 		$1.89M Buy
+19,308
New +$1.94M 3.43% 14

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

Saranac Partners's DFS Position: Q2 2025 in Review

Saranac Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,370 shares — an estimated $234K sold.

Saranac Partners first reported a position in DFS in Q4 2022 and held it in 7 quarters. The position peaked at $5.76M in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Saranac Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Saranac Partners sold 1,370 Discover Financial Services shares in Q2 2025, an estimated $234K.
  • Saranac Partners first reported a position in Discover Financial Services in Q4 2022 and held it in 7 quarters.
  • Saranac Partners's Discover Financial Services position peaked at $5.76M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Saranac Partners's 13F filing for Q2 2025, filed 15 Dec 2025.