ACA
DFS

Aptus Capital Advisors’s Discover Financial Services DFS Stock Holding History

Aptus Capital 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
-3,549
Closed -$606K – 1541
2025
Q1 		$606K Sell
3,549
-205
-5% -$37.5K 0.01% 595
2024
Q4 		$650K Buy
3,754
+980
+35% +$161K 0.01% 569
2024
Q3 		$389K Buy
2,774
+895
+48% +$120K 0.01% 603
2024
Q2 		$246K Sell
1,879
-89
-5% -$11.1K ﹤0.01% 670
2024
Q1 		$258K Buy
+1,968
New +$226K ﹤0.01% 670

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

Aptus Capital Advisors's DFS Position: Q2 2025 in Review

Aptus Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,549 shares — an estimated $606K sold.

Aptus Capital Advisors first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $650K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Aptus Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 3,549 Discover Financial Services shares in Q2 2025, an estimated $606K.
  • Aptus Capital Advisors first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Aptus Capital Advisors's Discover Financial Services position peaked at $650K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.