AAS
DFS

Ameritas Advisory Services’s Discover Financial Services DFS Stock Holding History

Ameritas Advisory Services’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
-1,723
Closed -$295K – 2842
2025
Q1 		$295K Hold
1,723
– – 0.01% 709
2024
Q4 		$298K Buy
+1,723
New +$283K 0.01% 727
2024
Q3 		– Sell
-1,644
Closed -$215K – 865
2024
Q2 		$215K Sell
1,644
-6
-0.4% -$748 0.01% 835
2024
Q1 		$213K Buy
+1,650
New +$189K 0.01% 814
2023
Q2 		– Sell
-1,670
Closed -$172K – 1006
2023
Q1 		$172K Buy
+1,670
New +$179K 0.01% 812
2022
Q2 		– Sell
-2,455
Closed -$271K – 811
2022
Q1 		$271K Sell
2,455
-67
-3% -$7.87K 0.01% 692
2021
Q4 		$291K Buy
+2,522
New +$298K 0.01% 657

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

Ameritas Advisory Services's DFS Position: Q2 2025 in Review

Ameritas Advisory Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,723 shares — an estimated $295K sold.

Ameritas Advisory Services first reported a position in DFS in Q4 2021 and held it in 7 quarters. The position peaked at $298K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Ameritas Advisory Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,723 Discover Financial Services shares in Q2 2025, an estimated $295K.
  • Ameritas Advisory Services first reported a position in Discover Financial Services in Q4 2021 and held it in 7 quarters.
  • Ameritas Advisory Services's Discover Financial Services position peaked at $298K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Ameritas Advisory Services's 13F filing for Q2 2025, filed 21 Jul 2025.