FGA
DFS

Fortis Group Advisors’s Discover Financial Services DFS Stock Holding History

Fortis Group 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
-38
Closed -$6.49K – 534
2025
Q1 		$6.49K Hold
38
– – ﹤0.01% 334
2024
Q4 		$6.58K Hold
38
– – ﹤0.01% 339
2024
Q3 		$5.33K Hold
38
– – ﹤0.01% 352
2024
Q2 		$4.97K Hold
38
– – ﹤0.01% 354
2024
Q1 		$4.98K Sell
38
-38
-50% -$4.36K ﹤0.01% 369
2023
Q4 		$8.54K Buy
76
+38
+100% +$3.51K ﹤0.01% 314
2023
Q3 		$3.29K Buy
+38
New +$3.77K ﹤0.01% 327
2020
Q3 		$2K Buy
+38
New +$1.99K ﹤0.01% 389

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

Fortis Group Advisors's DFS Position: Q2 2025 in Review

Fortis Group Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 38 shares — an estimated $6.49K sold.

Fortis Group Advisors first reported a position in DFS in Q3 2020 and held it in 8 quarters. The position peaked at $8.54K in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Fortis Group Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 38 Discover Financial Services shares in Q2 2025, an estimated $6.49K.
  • Fortis Group Advisors first reported a position in Discover Financial Services in Q3 2020 and held it in 8 quarters.
  • Fortis Group Advisors's Discover Financial Services position peaked at $8.54K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.