BIA
DFS

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

Bell 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
-66
Closed -$11.3K – 1912
2025
Q1 		$11.3K Sell
66
-5
-7% -$915 ﹤0.01% 556
2024
Q4 		$12.3K Sell
71
-3
-4% -$492 ﹤0.01% 526
2024
Q3 		$10.4K Buy
74
+4
+6% +$538 ﹤0.01% 602
2024
Q2 		$9.16K Buy
70
+33
+89% +$4.11K ﹤0.01% 654
2024
Q1 		$4.85K Hold
37
– – ﹤0.01% 938
2023
Q4 		$4.16K Buy
37
+6
+19% +$555 ﹤0.01% 972
2023
Q3 		$2.69K Buy
31
+4
+15% +$397 ﹤0.01% 1142
2023
Q2 		$3.15K Buy
27
+3
+13% +$314 ﹤0.01% 1063
2023
Q1 		$2.37K Sell
24
-21
-47% -$2.25K ﹤0.01% 1167
2022
Q4 		$4.4K Sell
45
-11
-20% -$1.11K ﹤0.01% 877
2022
Q3 		$5K Sell
56
-9
-14% -$911 ﹤0.01% 660
2022
Q2 		$6K Buy
+65
New +$6.96K ﹤0.01% 609
2021
Q4 		$3K Sell
30
-53
-64% -$6.27K ﹤0.01% 962
2021
Q3 		$10K Buy
+83
New +$10.4K ﹤0.01% 446

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

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

Bell Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 66 shares — an estimated $11.3K sold.

Bell Investment Advisors first reported a position in DFS in Q3 2021 and held it in 14 quarters. The position peaked at $12.3K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Bell Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 66 Discover Financial Services shares in Q2 2025, an estimated $11.3K.
  • Bell Investment Advisors first reported a position in Discover Financial Services in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's Discover Financial Services position peaked at $12.3K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.