DADC
DFS

D.A. Davidson & Co’s Discover Financial Services DFS Stock Holding History

D.A. Davidson & Co’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
2023
Q3 		– Sell
-2
Closed -$1.54K – 1344
2023
Q2 		$1.54K Buy
+2
New +$210 ﹤0.01% 1339
2022
Q3 		– Sell
-19
Closed -$73K – 1307
2022
Q2 		$73K Buy
+19
New +$2.03K ﹤0.01% 1243

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

D.A. Davidson & Co's DFS Position: Q2 2025 in Review

D.A. Davidson & Co sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,184 shares — an estimated $1.57M sold.

D.A. Davidson & Co first reported a position in DFS in Q2 2013 and held it in 40 quarters. The position peaked at $1.66M in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • D.A. Davidson & Co reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,184 Discover Financial Services shares in Q2 2025, an estimated $1.57M.
  • D.A. Davidson & Co first reported a position in Discover Financial Services in Q2 2013 and held it in 40 quarters.
  • D.A. Davidson & Co's Discover Financial Services position peaked at $1.66M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.