FFA
DFS

Founders Financial Alliance’s Discover Financial Services DFS Stock Holding History

Founders Financial Alliance’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
-1,910
Closed -$326K – 555
2025
Q1 		$326K Buy
1,910
+3
+0.2% +$549 0.08% 240
2024
Q4 		$330K Buy
1,907
+2
+0.1% +$328 0.09% 210
2024
Q3 		$267K Hold
1,905
– – 0.07% 236
2024
Q2 		$249K Hold
1,905
– – 0.07% 237
2024
Q1 		$250K Sell
1,905
-30
-2% -$3.44K 0.08% 228
2023
Q4 		$217K Buy
+1,935
New +$179K 0.08% 229
2023
Q3 		– Sell
-2,119
Closed -$248K – 483
2023
Q2 		$248K Buy
+2,119
New +$222K 0.1% 222
2022
Q2 		– Sell
-2,469
Closed -$272K – 511
2022
Q1 		$272K Hold
2,469
– – 0.12% 165
2021
Q4 		$285K Buy
2,469
+39
+2% +$4.61K 0.11% 187
2021
Q3 		$298K Buy
2,430
+408
+20% +$51.1K 0.14% 163
2021
Q2 		$239K Buy
2,022
+1
+0% +$113 0.11% 203
2021
Q1 		$232K Buy
+2,021
New +$191K 0.11% 198
2020
Q4 		– Sell
-1,996
Closed -$119K – 626
2020
Q3 		$119K Buy
+1,996
New +$105K 0.07% 232

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

Founders Financial Alliance's DFS Position: Q2 2025 in Review

Founders Financial Alliance sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,910 shares — an estimated $326K sold.

Founders Financial Alliance first reported a position in DFS in Q3 2020 and held it in 13 quarters. The position peaked at $330K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Founders Financial Alliance reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 1,910 Discover Financial Services shares in Q2 2025, an estimated $326K.
  • Founders Financial Alliance first reported a position in Discover Financial Services in Q3 2020 and held it in 13 quarters.
  • Founders Financial Alliance's Discover Financial Services position peaked at $330K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.