CIA
DFS

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

Capital 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
-3,602
Closed -$615K – 708
2025
Q1 		$615K Buy
3,602
+1,915
+114% +$350K 0.01% 405
2024
Q4 		$292K Buy
1,687
+74
+5% +$12.1K 0.01% 526
2024
Q3 		$226K Buy
1,613
+21
+1% +$2.83K ﹤0.01% 591
2024
Q2 		$208K Buy
1,592
+31
+2% +$3.86K ﹤0.01% 587
2024
Q1 		$205K Buy
+1,561
New +$179K ﹤0.01% 583

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

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

Capital Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,602 shares — an estimated $615K sold.

Capital Investment Advisors first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $615K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Capital Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 3,602 Discover Financial Services shares in Q2 2025, an estimated $615K.
  • Capital Investment Advisors first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Capital Investment Advisors's Discover Financial Services position peaked at $615K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Capital Investment Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.