First Command Advisory Services’s Discover Financial Services DFS Stock Holding History

First Command Advisory Services’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	-145	Closed	-$24.8K	–	615
2025 Q1	$24.8K	Hold	145	–	–	﹤0.01%	331
2024 Q4	$25.1K	Hold	145	–	–	﹤0.01%	331
2024 Q3	$20.3K	Hold	145	–	–	﹤0.01%	342
2024 Q2	$19K	Hold	145	–	–	﹤0.01%	320
2024 Q1	$19K	Hold	145	–	–	﹤0.01%	322
2023 Q4	$16.3K	Sell	145 -300	-67%	-$27.7K	﹤0.01%	321
2023 Q3	$38.5K	Buy	+445	New	+$44.2K	﹤0.01%	256
2023 Q2	–	Sell	-100	Closed	-$9.88K	–	90
2023 Q1	$9.88K	Buy	+100	New	+$10.7K	﹤0.01%	27
2022 Q1	–	Sell	-9	Closed	-$1K	–	43
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	29
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	49
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	25
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	16
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	22
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	41
2020 Q2	$0	Buy	+9	New	+$396	﹤0.01%	25

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

First Command Advisory Services's DFS Position: Q2 2025 in Review

First Command Advisory Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 145 shares — an estimated $24.8K sold.

First Command Advisory Services first reported a position in DFS in Q2 2020 and held it in 15 quarters. The position peaked at $38.5K in Q3 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

First Command Advisory Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
First Command Advisory Services sold 145 Discover Financial Services shares in Q2 2025, an estimated $24.8K.
First Command Advisory Services first reported a position in Discover Financial Services in Q2 2020 and held it in 15 quarters.
First Command Advisory Services's Discover Financial Services position peaked at $38.5K in Q3 2023.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on First Command Advisory Services's 13F filing for Q2 2025, filed 1 Aug 2025.