CA
DFS

Clearstead Advisors’s Discover Financial Services DFS Stock Holding History

Clearstead 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
-574
Closed -$98K – 2769
2025
Q1 		$98K Sell
574
-1,065
-65% -$195K ﹤0.01% 1002
2024
Q4 		$284K Buy
1,639
+1,261
+334% +$207K ﹤0.01% 746
2024
Q3 		$53K Buy
378
+147
+64% +$19.8K ﹤0.01% 1193
2024
Q2 		$30.2K Hold
231
– – ﹤0.01% 1283
2024
Q1 		$28.7K Sell
231
-97
-30% -$11.1K ﹤0.01% 878
2023
Q4 		$36.9K Sell
328
-124
-27% -$11.5K ﹤0.01% 813
2023
Q3 		$39.2K Buy
452
+178
+65% +$17.7K ﹤0.01% 922
2023
Q2 		$32K Buy
274
+5
+2% +$524 ﹤0.01% 819
2023
Q1 		$26.6K Sell
269
-18
-6% -$1.93K ﹤0.01% 797
2022
Q4 		$28.1K Buy
287
+244
+567% +$24.6K ﹤0.01% 736
2022
Q3 		$4K Hold
43
– – ﹤0.01% 991
2022
Q2 		$4K Sell
43
-8,583
-100% -$918K ﹤0.01% 1025
2022
Q1 		$950K Buy
+8,626
New +$1.01M 0.06% 182
2021
Q4 		– Sell
-288
Closed -$35K – 1312
2021
Q3 		$35K Sell
288
-25
-8% -$3.13K ﹤0.01% 669
2021
Q2 		$37K Buy
313
+71
+29% +$8.03K ﹤0.01% 603
2021
Q1 		$23K Hold
242
– – ﹤0.01% 650
2020
Q4 		$22K Sell
242
-592
-71% -$44.2K ﹤0.01% 613
2020
Q3 		$48K Buy
834
+592
+245% +$31K 0.01% 471
2020
Q2 		$12K Hold
242
– – ﹤0.01% 577
2020
Q1 		$9K Buy
+242
New +$16K ﹤0.01% 585

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

Clearstead Advisors's DFS Position: Q2 2025 in Review

Clearstead Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 574 shares — an estimated $98K sold.

Clearstead Advisors first reported a position in DFS in Q1 2020 and held it in 20 quarters. The position peaked at $950K in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Clearstead Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 574 Discover Financial Services shares in Q2 2025, an estimated $98K.
  • Clearstead Advisors first reported a position in Discover Financial Services in Q1 2020 and held it in 20 quarters.
  • Clearstead Advisors's Discover Financial Services position peaked at $950K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.