Financial Engines Advisors
DFS

Financial Engines Advisors’s Discover Financial Services DFS Stock Holding History

Financial Engines 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
-4,595
Closed -$784K – 524
2025
Q1 		$784K Buy
4,595
+3
+0.1% +$549 ﹤0.01% 283
2024
Q4 		$795K Buy
4,592
+1,774
+63% +$291K ﹤0.01% 283
2024
Q3 		$395K Sell
2,818
-21
-0.7% -$2.83K ﹤0.01% 302
2024
Q2 		$371K Buy
2,839
+47
+2% +$5.86K ﹤0.01% 285
2024
Q1 		$366K Buy
+2,792
New +$320K ﹤0.01% 268
2018
Q1 		– Sell
-19
Closed -$1K – 156
2017
Q4 		$1K Buy
+19
New +$1.31K ﹤0.01% 178

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

Financial Engines Advisors's DFS Position: Q2 2025 in Review

Financial Engines Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,595 shares — an estimated $784K sold.

Financial Engines Advisors first reported a position in DFS in Q4 2017 and held it in 6 quarters. The position peaked at $795K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Financial Engines Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 4,595 Discover Financial Services shares in Q2 2025, an estimated $784K.
  • Financial Engines Advisors first reported a position in Discover Financial Services in Q4 2017 and held it in 6 quarters.
  • Financial Engines Advisors's Discover Financial Services position peaked at $795K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Financial Engines Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.