FFA
DFS

Farther Finance Advisors’s Discover Financial Services DFS Stock Holding History

Farther Finance 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
-4,010
Closed -$684K – 4536
2025
Q1 		$684K Buy
4,010
+1,495
+59% +$273K 0.02% 649
2024
Q4 		$436K Buy
2,515
+593
+31% +$97.3K 0.02% 640
2024
Q3 		$270K Buy
1,922
+321
+20% +$43.2K 0.01% 877
2024
Q2 		$213K Buy
1,601
+558
+53% +$69.6K 0.01% 814
2024
Q1 		$135K Buy
1,043
+134
+15% +$15.4K 0.01% 842
2023
Q4 		$102K Buy
909
+191
+27% +$17.7K 0.01% 797
2023
Q3 		$62.2K Buy
718
+430
+149% +$42.7K 0.01% 713
2023
Q2 		$33.7K Buy
288
+15
+5% +$1.57K 0.01% 806
2023
Q1 		$27K Buy
273
+21
+8% +$2.25K 0.01% 809
2022
Q4 		$24.7K Buy
+252
New +$25.4K 0.01% 667

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

Farther Finance Advisors's DFS Position: Q2 2025 in Review

Farther Finance Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,010 shares — an estimated $684K sold.

Farther Finance Advisors first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $684K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Farther Finance Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 4,010 Discover Financial Services shares in Q2 2025, an estimated $684K.
  • Farther Finance Advisors first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Farther Finance Advisors's Discover Financial Services position peaked at $684K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.