HWA
DFS

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

Heritage 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
-260
Closed -$44.3K – 582
2025
Q1 		$44.3K Hold
260
– – ﹤0.01% 309
2024
Q4 		$45K Sell
260
-106
-29% -$17.4K ﹤0.01% 316
2024
Q3 		$51.3K Sell
366
-127
-26% -$17.1K ﹤0.01% 325
2024
Q2 		$64.5K Hold
493
– – ﹤0.01% 288
2024
Q1 		$64.6K Hold
493
– – ﹤0.01% 302
2023
Q4 		$55.4K Hold
493
– – ﹤0.01% 327
2023
Q3 		$42.7K Hold
493
– – ﹤0.01% 312
2023
Q2 		$57.6K Sell
493
-22
-4% -$2.31K ﹤0.01% 303
2023
Q1 		$50.9K Sell
515
-6
-1% -$642 ﹤0.01% 320
2022
Q4 		$51K Buy
521
+321
+161% +$32.3K ﹤0.01% 325
2022
Q3 		$18.2K Hold
200
– – ﹤0.01% 390
2022
Q2 		$19K Buy
200
+180
+900% +$19.3K ﹤0.01% 426
2022
Q1 		$2K Hold
20
– – ﹤0.01% 500
2021
Q4 		$2K Hold
20
– – ﹤0.01% 512
2021
Q3 		$2.46K Hold
20
– – ﹤0.01% 501
2021
Q2 		$2.37K Hold
20
– – ﹤0.01% 504
2021
Q1 		$1.9K Hold
20
– – ﹤0.01% 522
2020
Q4 		$2K Buy
+20
New +$1.49K ﹤0.01% 511
2020
Q1 		– Sell
-52
Closed -$4.41K – 472
2019
Q4 		$4.41K Buy
+52
New +$4.29K ﹤0.01% 449

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

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

Heritage Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 260 shares — an estimated $44.3K sold.

Heritage Wealth Advisors first reported a position in DFS in Q4 2019 and held it in 19 quarters. The position peaked at $64.6K in Q1 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 260 Discover Financial Services shares in Q2 2025, an estimated $44.3K.
  • Heritage Wealth Advisors first reported a position in Discover Financial Services in Q4 2019 and held it in 19 quarters.
  • Heritage Wealth Advisors's Discover Financial Services position peaked at $64.6K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.