WIC
DFS

Woodmont Investment Counsel’s Discover Financial Services DFS Stock Holding History

Woodmont Investment Counsel’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
-1,654
Closed -$282K – 279
2025
Q1 		$282K Hold
1,654
– – 0.02% 236
2024
Q4 		$287K Buy
+1,654
New +$271K 0.02% 232
2024
Q2 		– Sell
-1,654
Closed -$217K – 256
2024
Q1 		$217K Sell
1,654
-1,480
-47% -$170K 0.02% 248
2023
Q4 		$352K Buy
+3,134
New +$290K 0.03% 189
2023
Q1 		– Sell
-3,871
Closed -$379K – 247
2022
Q4 		$379K Hold
3,871
– – 0.04% 188
2022
Q3 		$352K Buy
+3,871
New +$392K 0.04% 196
2022
Q1 		– Sell
-3,871
Closed -$447K – 248
2021
Q4 		$447K Buy
+3,871
New +$458K 0.06% 160
2020
Q1 		– Sell
-3,871
Closed -$328K – 176
2019
Q4 		$328K Hold
3,871
– – 0.07% 149
2019
Q3 		$314K Hold
3,871
– – 0.08% 147
2019
Q2 		$300K Sell
3,871
-29
-0.7% -$2.25K 0.07% 149
2019
Q1 		$278K Buy
3,900
+29
+0.7% +$1.99K 0.07% 153
2018
Q4 		$228K Hold
3,871
– – 0.06% 164
2018
Q3 		$296K Buy
+3,871
New +$291K 0.08% 143
2018
Q2 		– Sell
-4,027
Closed -$290K – 170
2018
Q1 		$290K Hold
4,027
– – 0.08% 151
2017
Q4 		$310K Hold
4,027
– – 0.08% 158
2017
Q3 		$260K Hold
4,027
– – 0.07% 164
2017
Q2 		$250K Buy
4,027
+156
+4% +$9.66K 0.07% 164
2017
Q1 		$279K Hold
3,871
– – 0.08% 163
2016
Q4 		$279K Buy
+3,871
New +$246K 0.08% 166
2016
Q3 		– Sell
-3,946
Closed -$211K – 715
2016
Q2 		$211K Buy
3,946
+75
+2% +$4.08K 0.06% 180
2016
Q1 		$197K Hold
3,871
– – 0.06% 170
2015
Q4 		$208K Hold
3,871
– – 0.06% 174
2015
Q3 		$201K Sell
3,871
-750
-16% -$41.1K 0.06% 177
2015
Q2 		$266K Buy
+4,621
New +$271K 0.08% 163

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

Woodmont Investment Counsel's DFS Position: Q2 2025 in Review

Woodmont Investment Counsel sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,654 shares — an estimated $282K sold.

Woodmont Investment Counsel first reported a position in DFS in Q2 2015 and held it in 24 quarters. The position peaked at $447K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Woodmont Investment Counsel reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,654 Discover Financial Services shares in Q2 2025, an estimated $282K.
  • Woodmont Investment Counsel first reported a position in Discover Financial Services in Q2 2015 and held it in 24 quarters.
  • Woodmont Investment Counsel's Discover Financial Services position peaked at $447K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Woodmont Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.