AWA
DFS

Aaron Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Aaron Wealth Advisors’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
-2,903
Closed -$496K – 497
2025
Q1 		$496K Buy
2,903
+173
+6% +$31.6K 0.06% 220
2024
Q4 		$473K Buy
2,730
+182
+7% +$29.9K 0.05% 214
2024
Q3 		$357K Buy
2,548
+913
+56% +$123K 0.04% 257
2024
Q2 		$214K Buy
1,635
+66
+4% +$8.23K 0.03% 304
2024
Q1 		$206K Buy
+1,569
New +$180K 0.03% 293
2022
Q2 		– Sell
-56,527
Closed -$513K – 356
2022
Q1 		$513K Buy
+56,527
New +$6.64M 0.01% 503

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

Aaron Wealth Advisors's DFS Position: Q2 2025 in Review

Aaron Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,903 shares — an estimated $496K sold.

Aaron Wealth Advisors first reported a position in DFS in Q1 2022 and held it in 6 quarters. The position peaked at $513K in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Aaron Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,903 Discover Financial Services shares in Q2 2025, an estimated $496K.
  • Aaron Wealth Advisors first reported a position in Discover Financial Services in Q1 2022 and held it in 6 quarters.
  • Aaron Wealth Advisors's Discover Financial Services position peaked at $513K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Aaron Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.