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Livermore
Livermore
ZHEN

Patron Partners Advisors, LLC

SEC CIK
0001841768
Latest filing
Aug 11, 2026

DFS holding history

Discover Financial Services in every 13F filed by Patron Partners Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of DFS by Patron Partners Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−4,463−100.0%Sold outHolders
Q1 20254,463$761.9K0.4%−37−0.8%ReducedHolders
Q4 20244,500$779.5K0.4%+201+4.7%AddedHolders
Q3 20244,299$603.1K0.3%−107−2.4%ReducedHolders
Q2 20244,406$576.3K0.3%+201+4.8%AddedHolders
Q1 20244,205$551.2K0.3%+176+4.4%AddedHolders
Q4 20234,029$452.9K0.3%−88−2.1%ReducedHolders
Q3 20234,117$356.7K0.3%+139+3.5%AddedHolders
Q2 20233,978$464.8K0.3%+29+0.7%AddedHolders
Q1 20233,949$390.3K0.3%+70+1.8%AddedHolders
Q4 20223,879$379.5K0.3%+56+1.5%AddedHolders
Q3 20223,823$348.0K0.3%+340+9.8%AddedHolders
Q2 20223,483$329.0K0.3%−19−0.5%ReducedHolders
Q1 20223,502$385.0K0.3%+361+11.5%AddedHolders
Q4 20213,141$363.0K0.2%+967+44.5%AddedHolders
Q3 20212,174$267.0K0.2%+117+5.7%AddedHolders
Q2 20212,057$243.0K0.2%+2,057NewHolders