SC
DFS

Stolper & Co’s Discover Financial Services DFS Stock Holding History

Stolper & Co’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
-50,756
Closed -$8.66M – 90
2025
Q1 		$8.66M Sell
50,756
-1,061
-2% -$194K 2.84% 7
2024
Q4 		$8.98M Sell
51,817
-545
-1% -$89.4K 2.99% 7
2024
Q3 		$7.35M Sell
52,362
-69
-0.1% -$9.28K 2.4% 11
2024
Q2 		$6.86M Buy
52,431
+1,689
+3% +$211K 2.41% 13
2024
Q1 		$6.65M Buy
50,742
+197
+0.4% +$22.6K 2.4% 13
2023
Q4 		$5.68M Buy
50,545
+461
+0.9% +$42.6K 2.29% 18
2023
Q3 		$4.34M Buy
50,084
+186
+0.4% +$18.5K 1.88% 22
2023
Q2 		$5.83M Sell
49,898
-161
-0.3% -$16.9K 2.45% 13
2023
Q1 		$4.95M Buy
50,059
+163
+0.3% +$17.4K 2.12% 17
2022
Q4 		$4.88M Buy
49,896
+4,534
+10% +$456K 2.14% 19
2022
Q3 		$4.12M Buy
45,362
+520
+1% +$52.6K 2.03% 17
2022
Q2 		$4.24M Buy
44,842
+65
+0.1% +$6.96K 1.99% 18
2022
Q1 		$4.93M Buy
44,777
+305
+0.7% +$35.8K 2.09% 18
2021
Q4 		$5.14M Sell
44,472
-748
-2% -$88.5K 2.29% 15
2021
Q3 		$5.55M Sell
45,220
-593
-1% -$74.3K 2.66% 9
2021
Q2 		$5.42M Buy
45,813
+370
+0.8% +$41.8K 2.56% 12
2021
Q1 		$4.32M Buy
45,443
+1,059
+2% +$99.9K 2.22% 18
2020
Q4 		$4.02M Sell
44,384
-598
-1% -$44.6K 2.25% 16
2020
Q3 		$2.6M Sell
44,982
-80
-0.2% -$4.19K 1.68% 21
2020
Q2 		$2.26M Sell
45,062
-633
-1% -$27.8K 1.47% 25
2020
Q1 		$1.63M Buy
+45,695
New +$3.03M 1.17% 33

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

Stolper & Co's DFS Position: Q2 2025 in Review

Stolper & Co sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 50,756 shares — an estimated $8.66M sold.

Stolper & Co first reported a position in DFS in Q1 2020 and held it in 21 quarters. The position peaked at $8.98M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Stolper & Co reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Stolper & Co sold 50,756 Discover Financial Services shares in Q2 2025, an estimated $8.66M.
  • Stolper & Co first reported a position in Discover Financial Services in Q1 2020 and held it in 21 quarters.
  • Stolper & Co's Discover Financial Services position peaked at $8.98M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Stolper & Co's 13F filing for Q2 2025, filed 10 Jul 2025.