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DFS
Discover Financial Services
Delisted
DFS was delisted on the 18th of May, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1001 |
SFG
1001
Steward Financial Group
Colleyville,
Texas
| – | -$10K | -109 | Closed |
|
| 1002 |
GKIM
1002
GW&K Investment Management
Boston,
Massachusetts
| – | -$10K | -105 | Closed |
|
| 1003 |
1003
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$9K | -96 | Closed |
|
| 1004 |
BMD
1004
Better Money Decisions
Santa Fe,
New Mexico
| – | -$9K | -95 | Closed |
|
| 1005 |
PMFA
1005
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$9K | -91 | Closed |
|
| 1006 |
CYG
1006
Clean Yield Group
Norwich,
Vermont
| – | -$4K | -40 | Closed |
|
| 1007 |
DC
1007
Darrow Company
Needham,
Massachusetts
| – | -$2K | -24 | Closed |
|
| 1008 |
NICM
1008
Neo Ivy Capital Management
New York
| – | -$1K | -20 | Closed |
|
| 1009 |
RIM
1009
Rockbridge Investment Management
Syracuse,
New York
| – | -$1.8K | -19 | Closed |
|
| 1010 |
CCM
1010
Chilton Capital Management
Houston,
Texas
| – | -$1K | -13 | Closed |
|
| 1011 |
MSFP
1011
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$1K | -10 | Closed |
|
| 1012 |
ARS
1012
Adirondack Retirement Specialists
Queensbury,
New York
| – | +$202 | +2 | New |
|