TCOV
DFS

Trust Company of Vermont’s Discover Financial Services DFS Stock Holding History

Trust Company of Vermont’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
-2,800
Closed -$478K – 1099
2025
Q1 		$478K Hold
2,800
– – 0.02% 247
2024
Q4 		$485K Hold
2,800
– – 0.02% 250
2024
Q3 		$393K Buy
2,800
+800
+40% +$108K 0.02% 260
2024
Q2 		$262K Hold
2,000
– – 0.01% 291
2024
Q1 		$262K Buy
2,000
+528
+36% +$60.5K 0.01% 283
2023
Q4 		$165K Sell
1,472
-1,214
-45% -$112K 0.01% 304
2023
Q3 		$233K Hold
2,686
– – 0.02% 281
2023
Q2 		$314K Sell
2,686
-37
-1% -$3.88K 0.02% 264
2023
Q1 		$269K Buy
2,723
+1,215
+81% +$130K 0.02% 280
2022
Q4 		$148K Sell
1,508
-167
-10% -$16.8K 0.01% 337
2022
Q3 		$153K Buy
1,675
+1,670
+33,400% +$169K 0.01% 329
2022
Q2 		$0 Buy
+5
New +$535 ﹤0.01% 894
2020
Q2 		– Sell
-600
Closed -$21K – 780
2020
Q1 		$21K Sell
600
-690
-53% -$45.7K ﹤0.01% 557
2019
Q4 		$109K Hold
1,290
– – 0.01% 377
2019
Q3 		$104K Hold
1,290
– – 0.01% 395
2019
Q2 		$100K Hold
1,290
– – 0.01% 401
2019
Q1 		$91K Sell
1,290
-145
-10% -$9.93K 0.01% 409
2018
Q4 		$85K Sell
1,435
-131
-8% -$9.04K 0.01% 401
2018
Q3 		$120K Buy
1,566
+150
+11% +$11.3K 0.01% 391
2018
Q2 		$99K Buy
1,416
+284
+25% +$20.8K 0.01% 410
2018
Q1 		$82K Sell
1,132
-50
-4% -$3.86K 0.01% 418
2017
Q4 		$91K Sell
1,182
-65
-5% -$4.47K 0.01% 409
2017
Q3 		$81K Buy
1,247
+80
+7% +$4.85K 0.01% 428
2017
Q2 		$72K Hold
1,167
– – 0.01% 451
2017
Q1 		$80K Buy
1,167
+42
+4% +$2.95K 0.01% 431
2016
Q4 		$81K Buy
1,125
+600
+114% +$38.1K 0.01% 410
2016
Q3 		$30K Sell
525
-38
-7% -$2.18K ﹤0.01% 502
2016
Q2 		$30K Buy
563
+38
+7% +$2.07K ﹤0.01% 450
2016
Q1 		$27K Hold
525
– – ﹤0.01% 473
2015
Q4 		$28K Hold
525
– – ﹤0.01% 475
2015
Q3 		$27K Sell
525
-40
-7% -$2.19K ﹤0.01% 484
2015
Q2 		$33K Sell
565
-176
-24% -$10.3K ﹤0.01% 462
2015
Q1 		$41K Hold
741
– – 0.01% 425
2014
Q4 		$49K Sell
741
-55
-7% -$3.53K 0.01% 395
2014
Q3 		$52K Buy
796
+160
+25% +$10K 0.01% 387
2014
Q2 		$39K Buy
636
+346
+119% +$20.2K 0.01% 412
2014
Q1 		$17K Buy
290
+100
+53% +$5.6K ﹤0.01% 541
2013
Q4 		$11K Buy
190
+110
+138% +$5.76K ﹤0.01% 575
2013
Q3 		$4K Hold
80
– – ﹤0.01% 657
2013
Q2 		$4K Buy
+80
New +$3.67K ﹤0.01% 641

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Trust Company of Vermont's DFS Position: Q2 2025 in Review

Trust Company of Vermont sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,800 shares — an estimated $478K sold.

Trust Company of Vermont first reported a position in DFS in Q2 2013 and held it in 40 quarters. The position peaked at $485K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Trust Company of Vermont reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 2,800 Discover Financial Services shares in Q2 2025, an estimated $478K.
  • Trust Company of Vermont first reported a position in Discover Financial Services in Q2 2013 and held it in 40 quarters.
  • Trust Company of Vermont's Discover Financial Services position peaked at $485K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Trust Company of Vermont's 13F filing for Q2 2025, filed 18 Jul 2025.