CF
DFS

Centaurus Financial’s Discover Financial Services DFS Stock Holding History

Centaurus Financial’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
-3,582
Closed -$612K – 973
2025
Q1 		$612K Buy
+3,582
New +$655K 0.04% 402
2018
Q3 		– Sell
-888
Closed -$63K – 869
2018
Q2 		$63K Buy
+888
New +$65.1K 0.01% 860

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

Centaurus Financial's DFS Position: Q2 2025 in Review

Centaurus Financial sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,582 shares — an estimated $612K sold.

Centaurus Financial first reported a position in DFS in Q2 2018 and held it in 2 quarters. The position peaked at $612K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Centaurus Financial reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Centaurus Financial sold 3,582 Discover Financial Services shares in Q2 2025, an estimated $612K.
  • Centaurus Financial first reported a position in Discover Financial Services in Q2 2018 and held it in 2 quarters.
  • Centaurus Financial's Discover Financial Services position peaked at $612K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Centaurus Financial's 13F filing for Q2 2025, filed 29 Aug 2025.