IA
DFS

IFG Advisory’s Discover Financial Services DFS Stock Holding History

IFG Advisory’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
-35,266
Closed -$6.02M – 739
2025
Q1 		$6.02M Sell
35,266
-867
-2% -$159K 0.33% 79
2024
Q4 		$6.26M Sell
36,133
-671
-2% -$110K 0.35% 73
2024
Q3 		$5.16M Sell
36,804
-1,210
-3% -$163K 0.33% 82
2024
Q2 		$4.97M Sell
38,014
-42
-0.1% -$5.24K 0.32% 78
2024
Q1 		$4.99M Sell
38,056
-156
-0.4% -$17.9K 0.37% 80
2023
Q4 		$4.3M Buy
38,212
+12,168
+47% +$1.12M 0.31% 88
2023
Q3 		$2.26M Sell
26,044
-37
-0.1% -$3.67K 0.19% 140
2023
Q2 		$3.05M Buy
26,081
+12,038
+86% +$1.26M 0.27% 105
2023
Q1 		$1.39M Sell
14,043
-105
-0.7% -$11.2K 0.13% 181
2022
Q4 		$1.38M Sell
14,148
-8,588
-38% -$864K 0.14% 161
2022
Q3 		$2.07M Buy
22,736
+9,379
+70% +$949K 0.19% 113
2022
Q2 		$1.26M Sell
13,357
-1,177
-8% -$126K 0.13% 158
2022
Q1 		$1.6M Buy
14,534
+1,015
+8% +$119K 0.16% 148
2021
Q4 		$1.56M Sell
13,519
-802
-6% -$94.9K 0.15% 153
2021
Q3 		$1.76M Buy
14,321
+1,250
+10% +$157K 0.19% 141
2021
Q2 		$1.55M Buy
13,071
+3,918
+43% +$443K 0.17% 152
2021
Q1 		$869K Buy
9,153
+2,057
+29% +$194K 0.11% 211
2020
Q4 		$642K Buy
7,096
+305
+4% +$22.8K 0.09% 229
2020
Q3 		$392K Buy
6,791
+901
+15% +$47.2K 0.06% 273
2020
Q2 		$295K Sell
5,890
-513
-8% -$22.6K 0.05% 312
2020
Q1 		$228K Sell
6,403
-81
-1% -$5.37K 0.05% 320
2019
Q4 		$549K Buy
6,484
+960
+17% +$79.2K 0.1% 220
2019
Q3 		$447K Buy
5,524
+1,021
+23% +$84.3K 0.09% 245
2019
Q2 		$349K Buy
4,503
+911
+25% +$70.6K 0.06% 255
2019
Q1 		$255K Buy
+3,592
New +$246K 0.05% 288

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 Advisory's DFS Position: Q2 2025 in Review

IFG Advisory sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 35,266 shares — an estimated $6.02M sold.

IFG Advisory first reported a position in DFS in Q1 2019 and held it in 25 quarters. The position peaked at $6.26M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • IFG Advisory reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • IFG Advisory sold 35,266 Discover Financial Services shares in Q2 2025, an estimated $6.02M.
  • IFG Advisory first reported a position in Discover Financial Services in Q1 2019 and held it in 25 quarters.
  • IFG Advisory's Discover Financial Services position peaked at $6.26M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on IFG Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.