AF
DFS

Advisornet Financial’s Discover Financial Services DFS Stock Holding History

Advisornet Financial’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
-2,527
Closed -$431K – 2276
2025
Q1 		$431K Buy
2,527
+5
+0.2% +$915 0.03% 379
2024
Q4 		$437K Buy
2,522
+385
+18% +$63.2K 0.04% 340
2024
Q3 		$300K Buy
2,137
+11
+0.5% +$1.48K 0.02% 439
2024
Q2 		$278K Sell
2,126
-80
-4% -$9.97K 0.03% 413
2024
Q1 		$289K Sell
2,206
-1,095
-33% -$126K 0.03% 406
2023
Q4 		$371K Buy
3,301
+23
+0.7% +$2.13K 0.03% 368
2023
Q3 		$284K Sell
3,278
-1,033
-24% -$103K 0.03% 390
2023
Q2 		$504K Sell
4,311
-2,860
-40% -$300K 0.04% 307
2023
Q1 		$709K Sell
7,171
-56
-0.8% -$6K 0.06% 251
2022
Q4 		$707K Buy
7,227
+71
+1% +$7.14K 0.07% 251
2022
Q3 		$651K Sell
7,156
-718
-9% -$72.7K 0.07% 274
2022
Q2 		$745K Sell
7,874
-143
-2% -$15.3K 0.07% 253
2022
Q1 		$883K Sell
8,017
-1
-0% -$118 0.06% 271
2021
Q4 		$927K Buy
8,018
+11
+0.1% +$1.3K 0.06% 279
2021
Q3 		$984K Sell
8,007
-1,667
-17% -$209K 0.07% 239
2021
Q2 		$1.14M Sell
9,674
-129
-1% -$14.6K 0.08% 230
2021
Q1 		$931K Buy
9,803
+6,761
+222% +$638K 0.07% 250
2020
Q4 		$275K Buy
3,042
+1
+0% +$75 0.02% 435
2020
Q3 		$176K Buy
3,041
+1
+0% +$52 0.02% 520
2020
Q2 		$152K Buy
3,040
+782
+35% +$34.4K 0.01% 556
2020
Q1 		$81K Buy
2,258
+1
+0% +$66 0.01% 660
2019
Q4 		$191K Sell
2,257
-1,540
-41% -$127K 0.02% 513
2019
Q3 		$308K Buy
3,797
+1,480
+64% +$122K 0.03% 415
2019
Q2 		$180K Buy
2,317
+1,837
+383% +$142K 0.02% 471
2019
Q1 		$34K Buy
480
+260
+118% +$17.8K ﹤0.01% 839
2018
Q4 		$13K Buy
220
+20
+10% +$1.38K ﹤0.01% 1019
2018
Q3 		$15K Sell
200
-21
-10% -$1.58K ﹤0.01% 1019
2018
Q2 		$16K Buy
221
+21
+11% +$1.54K ﹤0.01% 999
2018
Q1 		$14K Hold
200
– – ﹤0.01% 1000
2017
Q4 		$15K Buy
+200
New +$13.8K ﹤0.01% 926

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

Advisornet Financial's DFS Position: Q2 2025 in Review

Advisornet Financial sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,527 shares — an estimated $431K sold.

Advisornet Financial first reported a position in DFS in Q4 2017 and held it in 30 quarters. The position peaked at $1.14M in Q2 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Advisornet Financial reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 2,527 Discover Financial Services shares in Q2 2025, an estimated $431K.
  • Advisornet Financial first reported a position in Discover Financial Services in Q4 2017 and held it in 30 quarters.
  • Advisornet Financial's Discover Financial Services position peaked at $1.14M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.