AAS
DFS

Avantax Advisory Services’s Discover Financial Services DFS Stock Holding History

Avantax Advisory Services’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
-6,753
Closed -$1.15M – 2377
2025
Q1 		$1.15M Buy
6,753
+557
+9% +$102K 0.01% 1014
2024
Q4 		$1.07M Sell
6,196
-1,505
-20% -$247K 0.01% 1010
2024
Q3 		$1.08M Buy
7,701
+407
+6% +$54.7K 0.01% 975
2024
Q2 		$954K Buy
7,294
+2,843
+64% +$354K 0.01% 1002
2024
Q1 		$584K Buy
4,451
+114
+3% +$13.1K 0.01% 968
2023
Q4 		$487K Buy
4,337
+57
+1% +$5.27K ﹤0.01% 993
2023
Q3 		$371K Sell
4,280
-280
-6% -$27.8K ﹤0.01% 1077
2023
Q2 		$533K Sell
4,560
-310
-6% -$32.5K 0.01% 921
2023
Q1 		$481K Sell
4,870
-109
-2% -$11.7K 0.01% 932
2022
Q4 		$487K Buy
4,979
+375
+8% +$37.7K 0.01% 879
2022
Q3 		$419K Sell
4,604
-85
-2% -$8.6K 0.01% 856
2022
Q2 		$443K Buy
4,689
+677
+17% +$72.4K 0.01% 834
2022
Q1 		$442K Sell
4,012
-104
-3% -$12.2K 0.01% 839
2021
Q4 		$476K Sell
4,116
-808
-16% -$95.6K 0.01% 780
2021
Q3 		$606K Buy
4,924
+553
+13% +$69.3K 0.01% 648
2021
Q2 		$519K Buy
4,371
+716
+20% +$81K 0.01% 698
2021
Q1 		$347K Buy
3,655
+168
+5% +$15.8K 0.01% 749
2020
Q4 		$317K Sell
3,487
-6,233
-64% -$465K 0.01% 699
2020
Q3 		$560K Buy
+9,720
New +$509K 0.01% 751
2020
Q1 		– Sell
-2,460
Closed -$208K – 816
2019
Q4 		$208K Buy
+2,460
New +$203K ﹤0.01% 769

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

Avantax Advisory Services's DFS Position: Q2 2025 in Review

Avantax Advisory Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,753 shares — an estimated $1.15M sold.

Avantax Advisory Services first reported a position in DFS in Q4 2019 and held it in 20 quarters. The position peaked at $1.15M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Avantax Advisory Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 6,753 Discover Financial Services shares in Q2 2025, an estimated $1.15M.
  • Avantax Advisory Services first reported a position in Discover Financial Services in Q4 2019 and held it in 20 quarters.
  • Avantax Advisory Services's Discover Financial Services position peaked at $1.15M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.