IA
DFS

IFG Advisors’s Discover Financial Services DFS Stock Holding History

IFG 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
-10,213
Closed -$1.74M – 162
2025
Q1 		$1.74M Hold
10,213
– – 0.34% 38
2024
Q4 		$1.77M Hold
10,213
– – 0.35% 36
2024
Q3 		$1.43M Hold
10,213
– – 0.31% 40
2024
Q2 		$1.34M Buy
10,213
+284
+3% +$35.4K 0.32% 40
2024
Q1 		$1.3M Hold
9,929
– – 0.34% 36
2023
Q4 		$1.12M Hold
9,929
– – 0.33% 37
2023
Q3 		$860K Hold
9,929
– – 0.31% 38
2023
Q2 		$1.16M Hold
9,929
– – 0.41% 31
2023
Q1 		$981K Hold
9,929
– – 0.39% 34
2022
Q4 		$971K Hold
9,929
– – 0.42% 35
2022
Q3 		$903K Hold
9,929
– – 0.46% 31
2022
Q2 		$939K Hold
9,929
– – 0.48% 31
2022
Q1 		$1.09M Hold
9,929
– – 0.48% 34
2021
Q4 		$1.15M Hold
9,929
– – 0.49% 31
2021
Q3 		$1.22M Buy
+9,929
New +$1.24M 0.56% 27

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

IFG Advisors's DFS Position: Q2 2025 in Review

IFG Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 10,213 shares — an estimated $1.74M sold.

IFG Advisors first reported a position in DFS in Q3 2021 and held it in 15 quarters. The position peaked at $1.77M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • IFG Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • IFG Advisors sold 10,213 Discover Financial Services shares in Q2 2025, an estimated $1.74M.
  • IFG Advisors first reported a position in Discover Financial Services in Q3 2021 and held it in 15 quarters.
  • IFG Advisors's Discover Financial Services position peaked at $1.77M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on IFG Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.