BFA
DFS

Bragg Financial Advisors’s Discover Financial Services DFS Stock Holding History

Bragg Financial 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
-2,023
Closed -$345K – 340
2025
Q1 		$345K Hold
2,023
– – 0.01% 285
2024
Q4 		$350K Hold
2,023
– – 0.01% 284
2024
Q3 		$284K Hold
2,023
– – 0.01% 291
2024
Q2 		$265K Hold
2,023
– – 0.01% 291
2024
Q1 		$265K Sell
2,023
-114
-5% -$13.1K 0.01% 294
2023
Q4 		$240K Buy
+2,137
New +$198K 0.01% 299
2023
Q3 		– Sell
-2,411
Closed -$282K – 316
2023
Q2 		$282K Sell
2,411
-100
-4% -$10.5K 0.02% 289
2023
Q1 		$248K Hold
2,511
– – 0.01% 293
2022
Q4 		$246K Sell
2,511
-37
-1% -$3.72K 0.01% 289
2022
Q3 		$232K Hold
2,548
– – 0.02% 285
2022
Q2 		$241K Buy
2,548
+460
+22% +$49.2K 0.02% 284
2022
Q1 		$230K Sell
2,088
-6
-0.3% -$705 0.01% 297
2021
Q4 		$257K Hold
2,094
– – 0.02% 278
2021
Q3 		$257K Buy
2,094
+6
+0.3% +$752 0.02% 278
2021
Q2 		$247K Buy
+2,088
New +$236K 0.02% 283
2020
Q1 		– Sell
-2,479
Closed -$210K – 256
2019
Q4 		$210K Sell
2,479
-176
-7% -$14.5K 0.02% 258
2019
Q3 		$215K Buy
+2,655
New +$219K 0.03% 260

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

Bragg Financial Advisors's DFS Position: Q2 2025 in Review

Bragg Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,023 shares — an estimated $345K sold.

Bragg Financial Advisors first reported a position in DFS in Q3 2019 and held it in 17 quarters. The position peaked at $350K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Bragg Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Bragg Financial Advisors sold 2,023 Discover Financial Services shares in Q2 2025, an estimated $345K.
  • Bragg Financial Advisors first reported a position in Discover Financial Services in Q3 2019 and held it in 17 quarters.
  • Bragg Financial Advisors's Discover Financial Services position peaked at $350K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Bragg Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.