FFA
DFS

First Foundation Advisors’s Discover Financial Services DFS Stock Holding History

First Foundation 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
-1,619
Closed -$276K – 334
2025
Q1 		$276K Buy
+1,619
New +$296K 0.01% 283
2017
Q4 		– Sell
-10,770
Closed -$694K – 333
2017
Q3 		$694K Buy
+10,770
New +$653K 0.04% 174

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

First Foundation Advisors's DFS Position: Q2 2025 in Review

First Foundation Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,619 shares — an estimated $276K sold.

First Foundation Advisors first reported a position in DFS in Q3 2017 and held it in 2 quarters. The position peaked at $694K in Q3 2017. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • First Foundation Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • First Foundation Advisors sold 1,619 Discover Financial Services shares in Q2 2025, an estimated $276K.
  • First Foundation Advisors first reported a position in Discover Financial Services in Q3 2017 and held it in 2 quarters.
  • First Foundation Advisors's Discover Financial Services position peaked at $694K in Q3 2017.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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