AAG
DFS

Armstrong Advisory Group’s Discover Financial Services DFS Stock Holding History

Armstrong Advisory Group’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
-469
Closed -$81.2K – 944
2025
Q1 		$81.2K Hold
469
– – 0.01% 303
2024
Q4 		$81.2K Sell
469
-69
-13% -$11.3K 0.01% 303
2024
Q3 		$75.5K Buy
538
+27
+5% +$3.63K 0.01% 307
2024
Q2 		$66.8K Buy
511
+156
+44% +$19.4K 0.01% 317
2024
Q1 		$39.9K Hold
355
– – ﹤0.01% 371
2023
Q4 		$39.9K Hold
355
– – ﹤0.01% 371
2023
Q3 		$30.8K Hold
355
– – ﹤0.01% 406
2023
Q2 		$41.5K Hold
355
– – ﹤0.01% 368
2023
Q1 		$35.1K Sell
355
-35
-9% -$3.75K ﹤0.01% 388
2022
Q4 		$38.2K Buy
+390
New +$39.2K 0.01% 370

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

Armstrong Advisory Group's DFS Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 469 shares — an estimated $81.2K sold.

Armstrong Advisory Group first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $81.2K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Armstrong Advisory Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 469 Discover Financial Services shares in Q2 2025, an estimated $81.2K.
  • Armstrong Advisory Group first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Armstrong Advisory Group's Discover Financial Services position peaked at $81.2K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.