FIA
DFS

Foundations Investment Advisors’s Discover Financial Services DFS Stock Holding History

Foundations Investment 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
-1,811
Closed -$309K – 933
2025
Q1 		$309K Sell
1,811
-132
-7% -$24.1K 0.01% 705
2024
Q4 		$337K Sell
1,943
-103
-5% -$16.9K 0.01% 634
2024
Q3 		$287K Buy
2,046
+286
+16% +$38.5K 0.01% 645
2024
Q2 		$230K Sell
1,760
-81
-4% -$10.1K 0.01% 686
2024
Q1 		$241K Sell
1,841
-329
-15% -$37.7K 0.01% 632
2023
Q4 		$231K Buy
+2,170
New +$201K 0.01% 611
2023
Q3 		– Sell
-1,730
Closed -$202K – 647
2023
Q2 		$202K Buy
+1,730
New +$181K 0.01% 547
2021
Q3 		– Sell
-2,256
Closed -$276K – 319
2021
Q2 		$276K Buy
+2,256
New +$255K 0.01% 250

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

Foundations Investment Advisors's DFS Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,811 shares — an estimated $309K sold.

Foundations Investment Advisors first reported a position in DFS in Q2 2021 and held it in 8 quarters. The position peaked at $337K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,811 Discover Financial Services shares in Q2 2025, an estimated $309K.
  • Foundations Investment Advisors first reported a position in Discover Financial Services in Q2 2021 and held it in 8 quarters.
  • Foundations Investment Advisors's Discover Financial Services position peaked at $337K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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