SF
DFS

Summit Financial’s Discover Financial Services DFS Stock Holding History

Summit Financial’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
-9,618
Closed -$1.64M – 815
2025
Q1 		$1.64M Buy
9,618
+186
+2% +$34K 0.05% 288
2024
Q4 		$1.63M Buy
9,432
+6,530
+225% +$1.07M 0.06% 245
2024
Q3 		$407K Buy
2,902
+18
+0.6% +$2.42K 0.02% 406
2024
Q2 		$377K Buy
2,884
+616
+27% +$76.8K 0.02% 374
2024
Q1 		$297K Sell
2,268
-4,536
-67% -$520K 0.02% 319
2023
Q4 		$765K Sell
6,804
-1,593
-19% -$147K 0.05% 203
2023
Q3 		$727K Sell
8,397
-228
-3% -$22.6K 0.05% 195
2023
Q2 		$1.01M Sell
8,625
-1,064
-11% -$111K 0.07% 153
2023
Q1 		$958K Buy
9,689
+186
+2% +$19.9K 0.08% 122
2022
Q4 		$930K Buy
9,503
+1,861
+24% +$187K 0.09% 120
2022
Q3 		$695K Buy
7,642
+2,542
+50% +$257K 0.07% 141
2022
Q2 		$482K Buy
5,100
+559
+12% +$59.8K 0.05% 157
2022
Q1 		$500K Buy
4,541
+1,541
+51% +$181K 0.04% 175
2021
Q4 		$347K Buy
3,000
+818
+37% +$96.8K 0.03% 199
2021
Q3 		$268K Buy
+2,182
New +$274K 0.02% 197

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

Summit Financial's DFS Position: Q2 2025 in Review

Summit Financial sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,618 shares — an estimated $1.64M sold.

Summit Financial first reported a position in DFS in Q3 2021 and held it in 15 quarters. The position peaked at $1.64M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Summit Financial reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 9,618 Discover Financial Services shares in Q2 2025, an estimated $1.64M.
  • Summit Financial first reported a position in Discover Financial Services in Q3 2021 and held it in 15 quarters.
  • Summit Financial's Discover Financial Services position peaked at $1.64M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.