FFS
DFS

Flavin Financial Services’s Discover Financial Services DFS Stock Holding History

Flavin Financial 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
-4,048
Closed -$691K – 66
2025
Q1 		$691K Sell
4,048
-1,363
-25% -$249K 0.64% 50
2024
Q4 		$937K Buy
+5,411
New +$888K 0.89% 39

Other funds holding DFS

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DWM
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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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Flavin Financial Services's DFS Position: Q2 2025 in Review

Flavin Financial Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,048 shares — an estimated $691K sold.

Flavin Financial Services first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $937K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Flavin Financial Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Flavin Financial Services sold 4,048 Discover Financial Services shares in Q2 2025, an estimated $691K.
  • Flavin Financial Services first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Flavin Financial Services's Discover Financial Services position peaked at $937K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Flavin Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.