AIA
DFS

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

AssuredPartners 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
-1,457
Closed -$249K – 264
2025
Q1 		$249K Buy
1,457
+216
+17% +$39.5K 0.05% 285
2024
Q4 		$215K Buy
+1,241
New +$204K 0.04% 308

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

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

AssuredPartners Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,457 shares — an estimated $249K sold.

AssuredPartners Investment Advisors first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $249K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 1,457 Discover Financial Services shares in Q2 2025, an estimated $249K.
  • AssuredPartners Investment Advisors first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Discover Financial Services position peaked at $249K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.