CFO
DFS

CVA Family Office’s Discover Financial Services DFS Stock Holding History

CVA Family Office’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
-742
Closed -$127K – 1326
2025
Q1 		$127K Buy
742
+59
+9% +$10.8K 0.02% 357
2024
Q4 		$118K Buy
683
+51
+8% +$8.37K 0.02% 357
2024
Q3 		$88.7K Buy
632
+10
+2% +$1.34K 0.01% 396
2024
Q2 		$81.4K Buy
622
+12
+2% +$1.5K 0.01% 391
2024
Q1 		$80K Buy
610
+5
+0.8% +$573 0.01% 401
2023
Q4 		$68K Buy
+605
New +$55.9K 0.01% 408
2023
Q3 		– Sell
-296
Closed -$34.6K – 408
2023
Q2 		$34.6K Sell
296
-49
-14% -$5.13K 0.01% 517
2023
Q1 		$34.1K Sell
345
-100
-22% -$10.7K 0.01% 507
2022
Q4 		$43.5K Sell
445
-100
-18% -$10.1K 0.01% 444
2022
Q3 		$50K Buy
545
+290
+114% +$29.3K 0.01% 362
2022
Q2 		$24K Sell
255
-210
-45% -$22.5K 0.01% 506
2022
Q1 		$51K Buy
465
+175
+60% +$20.6K 0.01% 391
2021
Q4 		$34K Buy
+290
New +$34.3K 0.01% 427
2021
Q3 		– Sell
-295
Closed -$35K – 486
2021
Q2 		$35K Buy
295
+40
+16% +$4.52K 0.01% 413
2021
Q1 		$24K Buy
+255
New +$24K 0.01% 373

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

CVA Family Office's DFS Position: Q2 2025 in Review

CVA Family Office sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 742 shares — an estimated $127K sold.

CVA Family Office first reported a position in DFS in Q1 2021 and held it in 15 quarters. The position peaked at $127K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • CVA Family Office reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • CVA Family Office sold 742 Discover Financial Services shares in Q2 2025, an estimated $127K.
  • CVA Family Office first reported a position in Discover Financial Services in Q1 2021 and held it in 15 quarters.
  • CVA Family Office's Discover Financial Services position peaked at $127K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.