William B. Walkup & Associates’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-35,955
Closed -$6.14M 260
2026
Q1
$6.14M Buy
+35,955
New +$6.14M 3.66% 6
2025
Q2
Sell
-35,955
Closed -$6.14M 163
2025
Q1
$6.14M Buy
35,955
+192
+0.5% +$35.1K 3.74% 6
2024
Q4
$6.2M Sell
35,763
-116
-0.3% -$19K 3.92% 6
2024
Q3
$5.03M Sell
35,879
-1,086
-3% -$146K 3.11% 7
2024
Q2
$4.84M Buy
+36,965
New +$4.61M 3.17% 6

William B. Walkup & Associates's DFS Position: Q2 2026 in Review

William B. Walkup & Associates sold out of Discover Financial Services (DFS) in Q2 2026, closing a stake of 35,955 shares — an estimated $6.14M sold.

William B. Walkup & Associates first reported a position in DFS in Q2 2024 and held it in 5 quarters. The position peaked at $6.2M in Q4 2024. 0 funds tracked by Wall St. Rank hold DFS as of Q2 2026.

  • William B. Walkup & Associates reported no remaining Discover Financial Services position as of Q2 2026 after selling out during the quarter.
  • William B. Walkup & Associates sold 35,955 Discover Financial Services shares in Q2 2026, an estimated $6.14M.
  • William B. Walkup & Associates first reported a position in Discover Financial Services in Q2 2024 and held it in 5 quarters.
  • William B. Walkup & Associates's Discover Financial Services position peaked at $6.2M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.