Syon Capital’s Discover Financial Services DFS Stock Holding History

Syon 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	-3,043	Closed	-$519K	–	742
2025 Q1	$519K	Sell	3,043 -372	-11%	-$68K	0.04%	304
2024 Q4	$592K	Buy	3,415 +160	+5%	+$26.3K	0.05%	253
2024 Q3	$457K	Sell	3,255 -125	-4%	-$16.8K	0.04%	295
2024 Q2	$442K	Buy	3,380 +67	+2%	+$8.35K	0.04%	281
2024 Q1	$434K	Sell	3,313 -3,047	-48%	-$349K	0.04%	286
2023 Q4	$715K	Buy	6,360 +3,426	+117%	+$317K	0.03%	327
2023 Q3	$254K	Buy	+2,934	New	+$291K	0.03%	308

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Syon Capital's DFS Position: Q2 2025 in Review

Syon Capital sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,043 shares — an estimated $519K sold.

Syon Capital first reported a position in DFS in Q3 2023 and held it in 7 quarters. The position peaked at $715K in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Syon Capital reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Syon Capital sold 3,043 Discover Financial Services shares in Q2 2025, an estimated $519K.
Syon Capital first reported a position in Discover Financial Services in Q3 2023 and held it in 7 quarters.
Syon Capital's Discover Financial Services position peaked at $715K in Q4 2023.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Syon Capital's 13F filing for Q2 2025, filed 14 Aug 2025.