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 $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 $4.82B AUM 20.19% 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