CIA
DFS

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

Concurrent 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
-4,035
Closed -$689K – 1422
2025
Q1 		$689K Buy
4,035
+413
+11% +$75.5K 0.02% 649
2024
Q4 		$627K Sell
3,622
-56
-2% -$9.19K 0.02% 616
2024
Q3 		$516K Buy
3,678
+217
+6% +$29.2K 0.02% 612
2024
Q2 		$453K Buy
+3,461
New +$431K 0.01% 619

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

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

Concurrent Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,035 shares — an estimated $689K sold.

Concurrent Investment Advisors first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $689K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,035 Discover Financial Services shares in Q2 2025, an estimated $689K.
  • Concurrent Investment Advisors first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Concurrent Investment Advisors's Discover Financial Services position peaked at $689K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.