AA
DFS

Alta Advisers’s Discover Financial Services DFS Stock Holding History

Alta Advisers’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
-1,450
Closed -$248K – 247
2025
Q1 		$248K Buy
+1,450
New +$265K 0.11% 188
2024
Q4 		– Sell
-800
Closed -$112K – 223
2024
Q3 		$112K Hold
800
– – 0.05% 267
2024
Q2 		$105K Hold
800
– – 0.05% 258
2024
Q1 		$105K Hold
800
– – 0.05% 266
2023
Q4 		$89.9K Hold
800
– – 0.05% 281
2023
Q3 		$69.3K Hold
800
– – 0.04% 317
2023
Q2 		$93.5K Hold
800
– – 0.05% 264
2023
Q1 		$79.1K Hold
800
– – 0.05% 297
2022
Q4 		$78K Hold
800
– – 0.05% 289
2022
Q3 		$73K Buy
+800
New +$81K 0.05% 291

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

Alta Advisers's DFS Position: Q2 2025 in Review

Alta Advisers sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,450 shares — an estimated $248K sold.

Alta Advisers first reported a position in DFS in Q3 2022 and held it in 10 quarters. The position peaked at $248K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Alta Advisers reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Alta Advisers sold 1,450 Discover Financial Services shares in Q2 2025, an estimated $248K.
  • Alta Advisers first reported a position in Discover Financial Services in Q3 2022 and held it in 10 quarters.
  • Alta Advisers's Discover Financial Services position peaked at $248K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Alta Advisers's 13F filing for Q2 2025, filed 25 Jul 2025.