TownSquare Capital’s Discover Financial Services DFS Stock Holding History

TownSquare 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	-5,082	Closed	-$868K	–	836
2025 Q1	$868K	Sell	5,082 -17	-0.3%	-$3.11K	0.01%	909
2024 Q4	$883K	Buy	5,099 +330	+7%	+$54.2K	0.01%	809
2024 Q3	$669K	Buy	4,769 +204	+4%	+$27.4K	0.01%	859
2024 Q2	$597K	Buy	4,565 +415	+10%	+$51.7K	0.01%	825
2024 Q1	$544K	Buy	4,150 +1,496	+56%	+$171K	0.01%	830
2023 Q4	$298K	Buy	+2,654	New	+$245K	0.01%	923

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

TownSquare Capital's DFS Position: Q2 2025 in Review

TownSquare Capital sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,082 shares — an estimated $868K sold.

TownSquare Capital first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $883K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

TownSquare Capital reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 5,082 Discover Financial Services shares in Q2 2025, an estimated $868K.
TownSquare Capital first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
TownSquare Capital's Discover Financial Services position peaked at $883K in Q4 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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