AIA
DFS

Arbor Investment Advisors’s Discover Financial Services DFS Stock Holding History

Arbor 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
-2,810
Closed -$480K – 113
2025
Q1 		$480K Sell
2,810
-130
-4% -$23.8K 0.07% 57
2024
Q4 		$509K Sell
2,940
-13
-0.4% -$2.13K 0.07% 56
2024
Q3 		$414K Hold
2,953
– – 0.05% 71
2024
Q2 		$386K Hold
2,953
– – 0.06% 59
2024
Q1 		$387K Hold
2,953
– – 0.06% 68
2023
Q4 		$332K Sell
2,953
-8
-0.3% -$740 0.05% 71
2023
Q3 		$257K Hold
2,961
– – 0.04% 84
2023
Q2 		$346K Sell
2,961
-40
-1% -$4.19K 0.06% 67
2023
Q1 		$297K Hold
3,001
– – 0.05% 76
2022
Q4 		$294K Hold
3,001
– – 0.06% 78
2022
Q3 		$273K Hold
3,001
– – 0.07% 57
2022
Q2 		$284K Hold
3,001
– – 0.06% 79
2022
Q1 		$331K Hold
3,001
– – 0.06% 79
2021
Q4 		$347K Sell
3,001
-28
-0.9% -$3.31K 0.06% 73
2021
Q3 		$372K Sell
3,029
-35
-1% -$4.39K 0.07% 66
2021
Q2 		$362K Hold
3,064
– – 0.08% 71
2021
Q1 		$291K Sell
3,064
-40
-1% -$3.77K 0.07% 75
2020
Q4 		$281K Buy
+3,104
New +$232K 0.06% 73
2018
Q1 		– Sell
-2,638
Closed -$203K – 46
2017
Q4 		$203K Buy
+2,638
New +$181K 0.09% 42

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

Arbor Investment Advisors's DFS Position: Q2 2025 in Review

Arbor Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,810 shares — an estimated $480K sold.

Arbor Investment Advisors first reported a position in DFS in Q4 2017 and held it in 19 quarters. The position peaked at $509K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Arbor Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Arbor Investment Advisors sold 2,810 Discover Financial Services shares in Q2 2025, an estimated $480K.
  • Arbor Investment Advisors first reported a position in Discover Financial Services in Q4 2017 and held it in 19 quarters.
  • Arbor Investment Advisors's Discover Financial Services position peaked at $509K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Arbor Investment Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.