FFO
DFS

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

Fiduciary 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
-5,806
Closed -$991K – 191
2025
Q1 		$991K Buy
+5,806
New +$1.06M 0.33% 62
2024
Q4 		– Sell
-9,057
Closed -$1.27M – 130
2024
Q3 		$1.27M Sell
9,057
-396
-4% -$53.3K 0.42% 48
2024
Q2 		$1.24M Buy
9,453
+1,137
+14% +$142K 0.49% 49
2024
Q1 		$1.09M Buy
8,316
+4,309
+108% +$494K 0.43% 59
2023
Q4 		$450K Buy
+4,007
New +$370K 0.2% 130

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

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

Fiduciary Family Office sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,806 shares — an estimated $991K sold.

Fiduciary Family Office first reported a position in DFS in Q4 2023 and held it in 5 quarters. The position peaked at $1.27M in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Fiduciary Family Office reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 5,806 Discover Financial Services shares in Q2 2025, an estimated $991K.
  • Fiduciary Family Office first reported a position in Discover Financial Services in Q4 2023 and held it in 5 quarters.
  • Fiduciary Family Office's Discover Financial Services position peaked at $1.27M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Fiduciary Family Office's 13F filing for Q2 2025, filed 30 Jul 2025.