AMBIA
DFS

Allen Mooney & Barnes Investment Advisors’s Discover Financial Services DFS Stock Holding History

Allen Mooney & Barnes Investment 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
-2,900
Closed -$495K – 155
2025
Q1 		$495K Hold
2,900
– – 0.08% 102
2024
Q4 		$502K Hold
2,900
– – 0.08% 102
2024
Q3 		$407K Hold
2,900
– – 0.07% 113
2024
Q2 		$379K Hold
2,900
– – 0.07% 119
2024
Q1 		$357K Hold
2,900
– – 0.07% 128
2023
Q4 		$326K Sell
2,900
-336
-10% -$31.1K 0.06% 124
2023
Q3 		$280K Hold
3,236
– – 0.06% 122
2023
Q2 		$378K Buy
3,236
+336
+12% +$35.2K 0.08% 101
2023
Q1 		$287K Hold
2,900
– – 0.07% 114
2022
Q4 		$284K Hold
2,900
– – 0.07% 111
2022
Q3 		$264K Hold
2,900
– – 0.07% 114
2022
Q2 		$274K Hold
2,900
– – 0.07% 118
2022
Q1 		$320K Buy
+2,900
New +$341K 0.07% 121

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Allen Mooney & Barnes Investment Advisors's DFS Position: Q2 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,900 shares — an estimated $495K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $502K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 2,900 Discover Financial Services shares in Q2 2025, an estimated $495K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • Allen Mooney & Barnes Investment Advisors's Discover Financial Services position peaked at $502K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.