ARC
DFS

Advisor Resource Council’s Discover Financial Services DFS Stock Holding History

Advisor Resource Council’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
-2,069
Closed -$316K – 278
2025
Q1 		$316K Buy
+2,069
New +$378K 0.03% 456
2024
Q1 		– Sell
-1,816
Closed -$204K – 299
2023
Q4 		$204K Buy
+1,816
New +$168K 0.02% 451

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

Advisor Resource Council's DFS Position: Q2 2025 in Review

Advisor Resource Council sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,069 shares — an estimated $316K sold.

Advisor Resource Council first reported a position in DFS in Q4 2023 and held it in 2 quarters. The position peaked at $316K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Advisor Resource Council reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,069 Discover Financial Services shares in Q2 2025, an estimated $316K.
  • Advisor Resource Council first reported a position in Discover Financial Services in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Discover Financial Services position peaked at $316K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.