AWS
DFS

Atria Wealth Solutions’s Discover Financial Services DFS Stock Holding History

Atria Wealth Solutions’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
-14,028
Closed -$2.39M – 1551
2025
Q1 		$2.39M Sell
14,028
-354
-2% -$64.7K 0.03% 567
2024
Q4 		$2.49M Buy
14,382
+2,024
+16% +$332K 0.03% 561
2024
Q3 		$1.73M Buy
12,358
+916
+8% +$123K 0.02% 688
2024
Q2 		$1.5M Sell
11,442
-847
-7% -$106K 0.02% 735
2024
Q1 		$1.61M Buy
12,289
+122
+1% +$14K 0.02% 704
2023
Q4 		$1.37M Buy
12,167
+2,787
+30% +$258K 0.02% 748
2023
Q3 		$813K Sell
9,380
-1,594
-15% -$158K 0.01% 910
2023
Q2 		$1.28M Buy
10,974
+2,267
+26% +$238K 0.02% 739
2023
Q1 		$861K Sell
8,707
-3,928
-31% -$421K 0.01% 849
2022
Q4 		$1.24M Buy
12,635
+2,532
+25% +$255K 0.02% 666
2022
Q3 		$919K Buy
+10,103
New +$1.02M 0.02% 740
2022
Q2 		– Sell
-10,320
Closed -$1.14M – 1689
2022
Q1 		$1.14M Buy
+10,320
New +$1.21M 0.02% 677

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

Atria Wealth Solutions's DFS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 14,028 shares — an estimated $2.39M sold.

Atria Wealth Solutions first reported a position in DFS in Q1 2022 and held it in 12 quarters. The position peaked at $2.49M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,028 Discover Financial Services shares in Q2 2025, an estimated $2.39M.
  • Atria Wealth Solutions first reported a position in Discover Financial Services in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Discover Financial Services position peaked at $2.49M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.