APA
DFS

Astoria Portfolio Advisors’s Discover Financial Services DFS Stock Holding History

Astoria Portfolio 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
-1,841
Closed -$329K – 260
2025
Q1 		$329K Sell
1,841
-1,356
-42% -$248K 0.11% 159
2024
Q4 		$578K Buy
3,197
+157
+5% +$25.8K 0.21% 95
2024
Q3 		$443K Buy
3,040
+414
+16% +$55.7K 0.15% 106
2024
Q2 		$343K Buy
2,626
+422
+19% +$52.6K 0.12% 118
2024
Q1 		$267K Sell
2,204
-579
-21% -$66.4K 0.1% 141
2023
Q4 		$294K Buy
+2,783
New +$257K 0.12% 123

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

Astoria Portfolio Advisors's DFS Position: Q2 2025 in Review

Astoria Portfolio Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,841 shares — an estimated $329K sold.

Astoria Portfolio Advisors first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $578K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Astoria Portfolio Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 1,841 Discover Financial Services shares in Q2 2025, an estimated $329K.
  • Astoria Portfolio Advisors first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Astoria Portfolio Advisors's Discover Financial Services position peaked at $578K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.