ACA
DFS

Atlas Capital Advisors’s Discover Financial Services DFS Stock Holding History

Atlas Capital 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
-2,648
Closed -$452K – 929
2025
Q1 		$452K Sell
2,648
-2,338
-47% -$428K 0.06% 278
2024
Q4 		$864K Buy
4,986
+3,171
+175% +$520K 0.11% 161
2024
Q3 		$255K Hold
1,815
– – 0.04% 339
2024
Q2 		$237K Buy
1,815
+368
+25% +$45.9K 0.03% 357
2024
Q1 		$190K Hold
1,447
– – 0.03% 373
2023
Q4 		$163K Sell
1,447
-80
-5% -$7.39K 0.02% 411
2023
Q3 		$132K Sell
1,527
-5,268
-78% -$523K 0.02% 410
2023
Q2 		$794K Sell
6,795
-211
-3% -$22.1K 0.12% 132
2023
Q1 		$692K Sell
7,006
-400
-5% -$42.8K 0.11% 143
2022
Q4 		$725K Sell
7,406
-153
-2% -$15.4K 0.12% 141
2022
Q3 		$687K Buy
7,559
+37
+0.5% +$3.74K 0.13% 135
2022
Q2 		$711K Sell
7,522
-114
-1% -$12.2K 0.12% 146
2022
Q1 		$841K Buy
7,636
+100
+1% +$11.8K 0.13% 141
2021
Q4 		$871K Sell
7,536
-403
-5% -$47.7K 0.13% 132
2021
Q3 		$975K Buy
7,939
+112
+1% +$14K 0.16% 114
2021
Q2 		$926K Buy
7,827
+10
+0.1% +$1.13K 0.16% 124
2021
Q1 		$743K Buy
+7,817
New +$737K 0.14% 138
2020
Q2 		– Sell
-399
Closed -$14.2K – 684
2020
Q1 		$14.2K Hold
399
– – ﹤0.01% 556
2019
Q4 		$33.8K Sell
399
-158
-28% -$13K 0.01% 500
2019
Q3 		$45.2K Sell
557
-383
-41% -$31.6K 0.01% 468
2019
Q2 		$72.9K Sell
940
-133
-12% -$10.3K 0.02% 435
2019
Q1 		$76.4K Sell
1,073
-196
-15% -$13.4K 0.03% 384
2018
Q4 		$74.8K Sell
1,269
-5,354
-81% -$370K 0.03% 367
2018
Q3 		$517K Hold
6,623
– – 0.17% 160
2018
Q2 		$471K Sell
6,623
-1,412
-18% -$104K 0.17% 164
2018
Q1 		$578K Buy
+8,035
New +$620K 0.18% 173

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

Atlas Capital Advisors's DFS Position: Q2 2025 in Review

Atlas Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,648 shares — an estimated $452K sold.

Atlas Capital Advisors first reported a position in DFS in Q1 2018 and held it in 26 quarters. The position peaked at $975K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Atlas Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Atlas Capital Advisors sold 2,648 Discover Financial Services shares in Q2 2025, an estimated $452K.
  • Atlas Capital Advisors first reported a position in Discover Financial Services in Q1 2018 and held it in 26 quarters.
  • Atlas Capital Advisors's Discover Financial Services position peaked at $975K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.