CIAS
DFS

CBIZ Investment Advisory Services’s Discover Financial Services DFS Stock Holding History

CBIZ Investment 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
-120
Closed -$20.5K – 752
2025
Q1 		$20.5K Sell
120
-9
-7% -$1.65K ﹤0.01% 227
2024
Q4 		$22.3K Buy
129
+15
+13% +$2.46K ﹤0.01% 205
2024
Q3 		$16K Hold
114
– – ﹤0.01% 224
2024
Q2 		$14.9K Hold
114
– – ﹤0.01% 210
2024
Q1 		$14.9K Buy
+114
New +$13.1K ﹤0.01% 223

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

CBIZ Investment Advisory Services's DFS Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 120 shares — an estimated $20.5K sold.

CBIZ Investment Advisory Services first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $22.3K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 120 Discover Financial Services shares in Q2 2025, an estimated $20.5K.
  • CBIZ Investment Advisory Services first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Discover Financial Services position peaked at $22.3K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.