Cambridge Investment Research Advisors
DFS

Cambridge Investment Research Advisors’s Discover Financial Services DFS Stock Holding History

Cambridge Investment Research 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
-23,596
Closed -$4.03M – 3659
2025
Q1 		$4.03M Sell
23,596
-6,538
-22% -$1.2M 0.01% 910
2024
Q4 		$5.22M Buy
30,134
+4,185
+16% +$687K 0.02% 786
2024
Q3 		$3.64M Sell
25,949
-206
-0.8% -$27.7K 0.01% 978
2024
Q2 		$3.42M Sell
26,155
-433
-2% -$54K 0.01% 959
2024
Q1 		$3.48M Sell
26,588
-5,557
-17% -$637K 0.01% 951
2023
Q4 		$3.61M Buy
32,145
+2,777
+9% +$257K 0.02% 864
2023
Q3 		$2.54M Buy
29,368
+67
+0.2% +$6.65K 0.01% 991
2023
Q2 		$3.42M Buy
29,301
+1,510
+5% +$158K 0.02% 853
2023
Q1 		$2.75M Sell
27,791
-587
-2% -$62.8K 0.01% 953
2022
Q4 		$2.78M Sell
28,378
-10,010
-26% -$1.01M 0.01% 906
2022
Q3 		$3.49M Sell
38,388
-4,530
-11% -$458K 0.02% 732
2022
Q2 		$4.06M Buy
42,918
+8,358
+24% +$894K 0.02% 677
2022
Q1 		$3.81M Buy
34,560
+8,042
+30% +$945K 0.02% 775
2021
Q4 		$3.06M Buy
26,518
+614
+2% +$72.6K 0.01% 910
2021
Q3 		$3.18M Sell
25,904
-8,712
-25% -$1.09M 0.02% 840
2021
Q2 		$4.09M Buy
34,616
+6,354
+22% +$718K 0.02% 721
2021
Q1 		$2.69M Buy
28,262
+4,990
+21% +$471K 0.01% 862
2020
Q4 		$2.11M Sell
23,272
-977
-4% -$72.9K 0.01% 899
2020
Q3 		$1.4M Sell
24,249
-4,277
-15% -$224K 0.01% 993
2020
Q2 		$1.43M Buy
28,526
+266
+0.9% +$11.7K 0.01% 926
2020
Q1 		$1.01M Buy
28,260
+4,571
+19% +$303K 0.01% 967
2019
Q4 		$2.01M Buy
23,689
+575
+2% +$47.4K 0.02% 792
2019
Q3 		$1.87M Buy
23,114
+3,435
+17% +$284K 0.02% 780
2019
Q2 		$1.53M Sell
19,679
-318
-2% -$24.6K 0.01% 821
2019
Q1 		$1.42M Buy
19,997
+1,012
+5% +$69.3K 0.01% 863
2018
Q4 		$1.12M Buy
18,985
+376
+2% +$26K 0.01% 872
2018
Q3 		$1.42M Buy
18,609
+2,122
+13% +$160K 0.01% 828
2018
Q2 		$1.16M Buy
16,487
+4,467
+37% +$328K 0.01% 899
2018
Q1 		$865K Buy
12,020
+203
+2% +$15.7K 0.01% 1011
2017
Q4 		$909K Buy
11,817
+2,473
+26% +$170K 0.01% 944
2017
Q3 		$602K Buy
9,344
+139
+2% +$8.43K 0.01% 1140
2017
Q2 		$572K Sell
9,205
-643
-7% -$39.8K 0.01% 1111
2017
Q1 		$674K Sell
9,848
-6,384
-39% -$448K 0.01% 926
2016
Q4 		$1.17M Sell
16,232
-825
-5% -$52.4K 0.02% 600
2016
Q3 		$965K Sell
17,057
-95
-0.6% -$5.44K 0.02% 698
2016
Q2 		$919K Buy
17,152
+331
+2% +$18K 0.02% 641
2016
Q1 		$857K Buy
16,821
+374
+2% +$18K 0.02% 637
2015
Q4 		$882K Sell
16,447
-294
-2% -$16.3K 0.02% 597
2015
Q3 		$870K Sell
16,741
-1,339
-7% -$73.4K 0.03% 528
2015
Q2 		$1.04M Buy
18,080
+3,312
+22% +$194K 0.03% 493
2015
Q1 		$832K Sell
14,768
-687
-4% -$40.7K 0.02% 574
2014
Q4 		$1.01M Sell
15,455
-162
-1% -$10.4K 0.03% 470
2014
Q3 		$1.01M Buy
15,617
+937
+6% +$58.7K 0.03% 523
2014
Q2 		$910K Buy
14,680
+1,353
+10% +$79K 0.03% 488
2014
Q1 		$775K Buy
13,327
+1,185
+10% +$66.4K 0.03% 514
2013
Q4 		$679K Buy
12,142
+297
+3% +$15.6K 0.03% 527
2013
Q3 		$599K Sell
11,845
-3,024
-20% -$151K 0.03% 543
2013
Q2 		$708K Buy
+14,869
New +$682K 0.04% 417

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Cambridge Investment Research Advisors's DFS Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 23,596 shares — an estimated $4.03M sold.

Cambridge Investment Research Advisors first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $5.22M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 23,596 Discover Financial Services shares in Q2 2025, an estimated $4.03M.
  • Cambridge Investment Research Advisors first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • Cambridge Investment Research Advisors's Discover Financial Services position peaked at $5.22M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.