Sunbelt Securities’s Discover Financial Services DFS Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-315	Closed	-$54.6K	–	2733
2025 Q2	$54.6K	Buy	315 +9	+3%	+$1.59K	﹤0.01%	916
2025 Q1	$52.2K	Sell	306 -9	-3%	-$1.65K	﹤0.01%	894
2024 Q4	$54.3K	Sell	315 -9	-3%	-$1.48K	﹤0.01%	914
2024 Q3	$45.5K	Buy	324 +1	+0.3%	+$135	﹤0.01%	966
2024 Q2	$42.3K	Buy	323 +2	+0.6%	+$249	﹤0.01%	951
2024 Q1	$42.1K	Buy	321 +66	+26%	+$7.57K	﹤0.01%	913
2023 Q4	$28.7K	Buy	255 +2	+0.8%	+$185	﹤0.01%	934
2023 Q3	$22K	Buy	253 +1	+0.4%	+$99	﹤0.01%	995
2023 Q2	$29.4K	Buy	252 +42	+20%	+$4.4K	﹤0.01%	918
2023 Q1	$20.6K	Buy	+210	New	+$22.5K	﹤0.01%	953

Other funds holding DFS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sunbelt Securities's DFS Position: Q3 2025 in Review

Sunbelt Securities sold out of Discover Financial Services (DFS) in Q3 2025, closing a stake of 315 shares — an estimated $54.6K sold.

Sunbelt Securities first reported a position in DFS in Q1 2023 and held it in 10 quarters. The position peaked at $54.6K in Q2 2025. 2 funds tracked by Wall St. Rank hold DFS as of Q3 2025.

Sunbelt Securities reported no remaining Discover Financial Services position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 315 Discover Financial Services shares in Q3 2025, an estimated $54.6K.
Sunbelt Securities first reported a position in Discover Financial Services in Q1 2023 and held it in 10 quarters.
Sunbelt Securities's Discover Financial Services position peaked at $54.6K in Q2 2025.
2 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.