FFP
DFS

FourThought Financial Partners’s Discover Financial Services DFS Stock Holding History

FourThought Financial Partners’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
-3,421
Closed -$584K – 312
2025
Q1 		$584K Buy
3,421
+3
+0.1% +$549 0.06% 169
2024
Q4 		$592K Buy
+3,418
New +$561K 0.06% 176
2024
Q2 		– Sell
-3,572
Closed -$468K – 222
2024
Q1 		$468K Sell
3,572
-226
-6% -$25.9K 0.05% 205
2023
Q4 		$427K Buy
3,798
+2
+0.1% +$185 0.05% 208
2023
Q3 		$329K Sell
3,796
-391
-9% -$38.8K 0.05% 226
2023
Q2 		$489K Sell
4,187
-384
-8% -$40.2K 0.06% 192
2023
Q1 		$452K Sell
4,571
-15
-0.3% -$1.61K 0.06% 195
2022
Q4 		$449K Buy
+4,586
New +$461K 0.07% 201

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

FourThought Financial Partners's DFS Position: Q2 2025 in Review

FourThought Financial Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,421 shares — an estimated $584K sold.

FourThought Financial Partners first reported a position in DFS in Q4 2022 and held it in 8 quarters. The position peaked at $592K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • FourThought Financial Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 3,421 Discover Financial Services shares in Q2 2025, an estimated $584K.
  • FourThought Financial Partners first reported a position in Discover Financial Services in Q4 2022 and held it in 8 quarters.
  • FourThought Financial Partners's Discover Financial Services position peaked at $592K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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