SFGP
DFS

Stonebridge Financial Group (Pennsylvania)’s Discover Financial Services DFS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-49
Closed -$8.36K – 400
2025
Q1 		$8.36K Hold
49
– – ﹤0.01% 622
2024
Q4 		$8.49K Buy
+49
New +$8.04K ﹤0.01% 613

Other funds holding DFS

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DWM
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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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DFS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 49 shares — an estimated $8.36K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $8.49K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 49 Discover Financial Services shares in Q2 2025, an estimated $8.36K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Discover Financial Services position peaked at $8.49K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.