SC
DFS

Savant Capital’s Discover Financial Services DFS Stock Holding History

Savant Capital’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
-11,331
Closed -$1.93M – 1236
2025
Q1 		$1.93M Sell
11,331
-16,377
-59% -$3M 0.02% 339
2024
Q4 		$4.8M Sell
27,708
-864
-3% -$142K 0.04% 241
2024
Q3 		$4.01M Buy
28,572
+4,586
+19% +$617K 0.03% 263
2024
Q2 		$3.14M Sell
23,986
-1,345
-5% -$168K 0.03% 277
2024
Q1 		$3.32M Buy
25,331
+15,222
+151% +$1.74M 0.04% 241
2023
Q4 		$1.14M Buy
10,109
+85
+0.8% +$7.86K 0.01% 391
2023
Q3 		$868K Sell
10,024
-84
-0.8% -$8.34K 0.01% 416
2023
Q2 		$1.18M Buy
10,108
+2,243
+29% +$235K 0.02% 343
2023
Q1 		$777K Buy
7,865
+393
+5% +$42.1K 0.01% 378
2022
Q4 		$731K Buy
7,472
+1,214
+19% +$122K 0.02% 307
2022
Q3 		$569K Sell
6,258
-23
-0.4% -$2.33K 0.02% 324
2022
Q2 		$594K Buy
6,281
+194
+3% +$20.8K 0.02% 318
2022
Q1 		$671K Buy
6,087
+161
+3% +$18.9K 0.02% 306
2021
Q4 		$685K Buy
5,926
+842
+17% +$99.6K 0.02% 298
2021
Q3 		$625K Buy
5,084
+233
+5% +$29.2K 0.02% 289
2021
Q2 		$574K Buy
4,851
+6
+0.1% +$678 0.02% 287
2021
Q1 		$460K Sell
4,845
-14
-0.3% -$1.32K 0.02% 297
2020
Q4 		$440K Buy
4,859
+1,216
+33% +$90.7K 0.03% 284
2020
Q3 		$211K Buy
+3,643
New +$191K 0.01% 373

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

Savant Capital's DFS Position: Q2 2025 in Review

Savant Capital sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 11,331 shares — an estimated $1.93M sold.

Savant Capital first reported a position in DFS in Q3 2020 and held it in 19 quarters. The position peaked at $4.8M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Savant Capital reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Savant Capital sold 11,331 Discover Financial Services shares in Q2 2025, an estimated $1.93M.
  • Savant Capital first reported a position in Discover Financial Services in Q3 2020 and held it in 19 quarters.
  • Savant Capital's Discover Financial Services position peaked at $4.8M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Savant Capital's 13F filing for Q2 2025, filed 6 Aug 2025.