HWA
DFS

HCR Wealth Advisors’s Discover Financial Services DFS Stock Holding History

HCR Wealth 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
-3,198
Closed -$546K – 239
2025
Q1 		$546K Sell
3,198
-62
-2% -$11.3K 0.07% 131
2024
Q4 		$565K Buy
3,260
+1
+0% +$164 0.07% 129
2024
Q3 		$457K Hold
3,259
– – 0.06% 144
2024
Q2 		$426K Buy
3,259
+33
+1% +$4.11K 0.06% 139
2024
Q1 		$423K Hold
3,226
– – 0.06% 140
2023
Q4 		$363K Buy
3,226
+5
+0.2% +$462 0.06% 142
2023
Q3 		$279K Hold
3,221
– – 0.06% 132
2023
Q2 		$376K Hold
3,221
– – 0.07% 127
2023
Q1 		$318K Hold
3,221
– – 0.06% 135
2022
Q4 		$315K Hold
3,221
– – 0.07% 135
2022
Q3 		$293K Hold
3,221
– – 0.06% 137
2022
Q2 		$305K Hold
3,221
– – 0.06% 138
2022
Q1 		$355K Hold
3,221
– – 0.06% 145
2021
Q4 		$372K Hold
3,221
– – 0.06% 154
2021
Q3 		$396K Hold
3,221
– – 0.07% 154
2021
Q2 		$381K Hold
3,221
– – 0.07% 148
2021
Q1 		$306K Buy
3,221
+7
+0.2% +$660 0.06% 153
2020
Q4 		$291K Buy
+3,214
New +$240K 0.06% 150
2019
Q4 		– Sell
-3,164
Closed -$257K – 247
2019
Q3 		$257K Sell
3,164
-50
-2% -$4.13K 0.09% 131
2019
Q2 		$249K Hold
3,214
– – 0.07% 137
2019
Q1 		$229K Buy
+3,214
New +$220K 0.07% 154
2017
Q1 		– Sell
-3,307
Closed -$238K – 154
2016
Q4 		$238K Buy
+3,307
New +$210K 0.13% 124

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

HCR Wealth Advisors's DFS Position: Q2 2025 in Review

HCR Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,198 shares — an estimated $546K sold.

HCR Wealth Advisors first reported a position in DFS in Q4 2016 and held it in 22 quarters. The position peaked at $565K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • HCR Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,198 Discover Financial Services shares in Q2 2025, an estimated $546K.
  • HCR Wealth Advisors first reported a position in Discover Financial Services in Q4 2016 and held it in 22 quarters.
  • HCR Wealth Advisors's Discover Financial Services position peaked at $565K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.