VV
DFS

Verity & Verity’s Discover Financial Services DFS Stock Holding History

Verity & Verity’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
-2,656
Closed -$453K – 134
2025
Q1 		$453K Buy
2,656
+97
+4% +$17.7K 0.04% 101
2024
Q4 		$443K Sell
2,559
-1,821
-42% -$299K 0.04% 102
2024
Q3 		$614K Buy
4,380
+312
+8% +$42K 0.06% 77
2024
Q2 		$532K Buy
4,068
+2,464
+154% +$307K 0.06% 76
2024
Q1 		$210K Buy
+1,604
New +$184K 0.02% 110

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

Verity & Verity's DFS Position: Q2 2025 in Review

Verity & Verity sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,656 shares — an estimated $453K sold.

Verity & Verity first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $614K in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Verity & Verity reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Verity & Verity sold 2,656 Discover Financial Services shares in Q2 2025, an estimated $453K.
  • Verity & Verity first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Verity & Verity's Discover Financial Services position peaked at $614K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Verity & Verity's 13F filing for Q2 2025, filed 12 Aug 2025.