C
DFS

Covestor’s Discover Financial Services DFS Stock Holding History

Covestor’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
-571
Closed -$97K – 2306
2025
Q1 		$97K Sell
571
-35
-6% -$6.4K 0.06% 509
2024
Q4 		$105K Buy
606
+150
+33% +$24.6K 0.07% 497
2024
Q3 		$64K Buy
456
+5
+1% +$673 0.04% 764
2024
Q2 		$59K Sell
451
-553
-55% -$68.9K 0.04% 783
2024
Q1 		$132K Sell
1,004
-107
-10% -$12.3K 0.08% 348
2023
Q4 		$125K Buy
1,111
+561
+102% +$51.9K 0.09% 351
2023
Q3 		$47K Sell
550
-158
-22% -$15.7K 0.04% 795
2023
Q2 		$82K Buy
708
+215
+44% +$22.5K 0.06% 552
2023
Q1 		$49K Buy
493
+51
+12% +$5.46K 0.04% 717
2022
Q4 		$43K Buy
442
+199
+82% +$20K 0.04% 784
2022
Q3 		$22K Sell
243
-269
-53% -$27.2K 0.02% 966
2022
Q2 		$48K Buy
512
+173
+51% +$18.5K 0.04% 751
2022
Q1 		$37K Sell
339
-191
-36% -$22.4K 0.02% 895
2021
Q4 		$61K Buy
+530
New +$62.7K 0.09% 418

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

Covestor's DFS Position: Q2 2025 in Review

Covestor sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 571 shares — an estimated $97K sold.

Covestor first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $132K in Q1 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Covestor reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 571 Discover Financial Services shares in Q2 2025, an estimated $97K.
  • Covestor first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Covestor's Discover Financial Services position peaked at $132K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.