CA
DFS

Crewe Advisors’s Discover Financial Services DFS Stock Holding History

Crewe 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
-25
Closed -$4.27K – 769
2025
Q1 		$4.27K Hold
25
– – ﹤0.01% 494
2024
Q4 		$4.33K Hold
25
– – ﹤0.01% 491
2024
Q3 		$3.51K Hold
25
– – ﹤0.01% 601
2024
Q2 		$3.27K Hold
25
– – ﹤0.01% 850
2024
Q1 		$3.28K Buy
+25
New +$2.87K ﹤0.01% 805
2023
Q3 		– Sell
-25
Closed -$2.92K – 668
2023
Q2 		$2.92K Hold
25
– – ﹤0.01% 511
2023
Q1 		$2.47K Sell
25
-40
-62% -$4.28K ﹤0.01% 704
2022
Q4 		$6.36K Sell
65
-239
-79% -$24.1K ﹤0.01% 635
2022
Q3 		$28K Buy
304
+79
+35% +$7.99K 0.01% 403
2022
Q2 		$21K Buy
225
+200
+800% +$21.4K ﹤0.01% 407
2022
Q1 		$3K Buy
+25
New +$2.94K ﹤0.01% 414
2020
Q4 		– Sell
-76
Closed -$4K – 503
2020
Q3 		$4K Buy
+76
New +$3.98K ﹤0.01% 388
2019
Q3 		– Sell
-36
Closed -$3K – 239
2019
Q2 		$3K Buy
+36
New +$2.79K ﹤0.01% 253

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Crewe Advisors's DFS Position: Q2 2025 in Review

Crewe Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 25 shares — an estimated $4.27K sold.

Crewe Advisors first reported a position in DFS in Q2 2019 and held it in 13 quarters. The position peaked at $28K in Q3 2022. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Crewe Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 25 Discover Financial Services shares in Q2 2025, an estimated $4.27K.
  • Crewe Advisors first reported a position in Discover Financial Services in Q2 2019 and held it in 13 quarters.
  • Crewe Advisors's Discover Financial Services position peaked at $28K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.