EWA
DFS

EverSource Wealth Advisors’s Discover Financial Services DFS Stock Holding History

EverSource Wealth 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
-2,292
Closed -$391K – 4278
2025
Q1 		$391K Buy
2,292
+132
+6% +$24.1K 0.02% 442
2024
Q4 		$374K Sell
2,160
-33
-2% -$5.42K 0.02% 444
2024
Q3 		$308K Buy
2,193
+235
+12% +$31.6K 0.02% 440
2024
Q2 		$282K Buy
1,958
+831
+74% +$104K 0.02% 456
2024
Q1 		$143K Sell
1,127
-52
-4% -$5.96K 0.01% 587
2023
Q4 		$132K Buy
1,179
+82
+7% +$7.58K 0.01% 548
2023
Q3 		$95K Sell
1,097
-127
-10% -$12.6K 0.01% 582
2023
Q2 		$143K Sell
1,224
-317
-21% -$33.2K 0.02% 471
2023
Q1 		$152K Sell
1,541
-147
-9% -$15.7K 0.02% 433
2022
Q4 		$165K Sell
1,688
-462
-21% -$46.5K 0.03% 378
2022
Q3 		$196K Sell
2,150
-1,309
-38% -$132K 0.04% 301
2022
Q2 		$327K Buy
3,459
+305
+10% +$32.6K 0.08% 200
2022
Q1 		$348K Buy
3,154
+1,037
+49% +$122K 0.09% 189
2021
Q4 		$245K Buy
+2,117
New +$250K 0.07% 198

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

EverSource Wealth Advisors's DFS Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,292 shares — an estimated $391K sold.

EverSource Wealth Advisors first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $391K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,292 Discover Financial Services shares in Q2 2025, an estimated $391K.
  • EverSource Wealth Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • EverSource Wealth Advisors's Discover Financial Services position peaked at $391K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.