FAIM
DFS

Financial Advocates Investment Management’s Discover Financial Services DFS Stock Holding History

Financial Advocates Investment Management’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
-4,116
Closed -$703K – 656
2025
Q1 		$703K Sell
4,116
-2,271
-36% -$415K 0.05% 356
2024
Q4 		$1.11M Sell
6,387
-299
-4% -$49.1K 0.06% 286
2024
Q3 		$938K Buy
6,686
+124
+2% +$16.7K 0.05% 318
2024
Q2 		$858K Buy
6,562
+32
+0.5% +$3.99K 0.05% 326
2024
Q1 		$856K Buy
6,530
+213
+3% +$24.4K 0.05% 336
2023
Q4 		$710K Buy
6,317
+391
+7% +$36.1K 0.05% 354
2023
Q3 		$513K Buy
5,926
+106
+2% +$10.5K 0.04% 402
2023
Q2 		$680K Buy
5,820
+91
+2% +$9.54K 0.05% 335
2023
Q1 		$566K Buy
5,729
+193
+3% +$20.7K 0.04% 408
2022
Q4 		$542K Buy
5,536
+189
+4% +$19K 0.04% 431
2022
Q3 		$486K Buy
5,347
+806
+18% +$81.6K 0.04% 422
2022
Q2 		$430K Buy
+4,541
New +$486K 0.03% 427

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

Financial Advocates Investment Management's DFS Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,116 shares — an estimated $703K sold.

Financial Advocates Investment Management first reported a position in DFS in Q2 2022 and held it in 12 quarters. The position peaked at $1.11M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,116 Discover Financial Services shares in Q2 2025, an estimated $703K.
  • Financial Advocates Investment Management first reported a position in Discover Financial Services in Q2 2022 and held it in 12 quarters.
  • Financial Advocates Investment Management's Discover Financial Services position peaked at $1.11M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.