AWA
DFS

Arkadios Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Arkadios Wealth 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
-1,817
Closed -$310K – 1330
2025
Q1 		$310K Buy
1,817
+86
+5% +$15.7K 0.01% 895
2024
Q4 		$300K Sell
1,731
-82
-5% -$13.5K 0.02% 716
2024
Q3 		$254K Buy
1,813
+44
+2% +$5.92K 0.01% 771
2024
Q2 		$231K Buy
+1,769
New +$221K 0.02% 720
2021
Q4 		– Sell
-53
Closed -$6K – 852
2021
Q3 		$6K Hold
53
– – ﹤0.01% 1551
2021
Q2 		$6K Buy
53
+25
+89% +$2.83K ﹤0.01% 1661
2021
Q1 		$2K Buy
28
+1
+4% +$94 ﹤0.01% 1511
2020
Q4 		$2K Hold
27
– – ﹤0.01% 1246
2020
Q3 		$1.82K Hold
27
– – ﹤0.01% 946
2020
Q2 		$1.31K Sell
27
-37
-58% -$1.63K ﹤0.01% 889
2020
Q1 		$2.27K Buy
64
+7
+12% +$464 ﹤0.01% 909
2019
Q4 		$4.37K Buy
+57
New +$4.7K ﹤0.01% 718

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

Arkadios Wealth Advisors's DFS Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,817 shares — an estimated $310K sold.

Arkadios Wealth Advisors first reported a position in DFS in Q4 2019 and held it in 12 quarters. The position peaked at $310K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,817 Discover Financial Services shares in Q2 2025, an estimated $310K.
  • Arkadios Wealth Advisors first reported a position in Discover Financial Services in Q4 2019 and held it in 12 quarters.
  • Arkadios Wealth Advisors's Discover Financial Services position peaked at $310K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.