IA
DFS

IFP Advisors’s Discover Financial Services DFS Stock Holding History

IFP 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
Q3 		– Sell
-2,668
Closed -$554K – 4861
2025
Q2 		$554K Buy
2,668
+824
+45% +$146K 0.02% 792
2025
Q1 		$315K Sell
1,844
-467
-20% -$85.4K 0.01% 962
2024
Q4 		$400K Buy
2,311
+269
+13% +$44.1K 0.01% 819
2024
Q3 		$286K Buy
2,042
+254
+14% +$34.2K 0.01% 922
2024
Q2 		$234K Sell
1,788
-148
-8% -$18.4K 0.01% 968
2024
Q1 		$254K Buy
1,936
+83
+4% +$9.51K 0.01% 878
2023
Q4 		$208K Sell
1,853
-198
-10% -$18.3K 0.01% 930
2023
Q3 		$178K Buy
2,051
+5
+0.2% +$497 0.01% 1019
2023
Q2 		$239K Buy
2,046
+80
+4% +$8.38K 0.01% 939
2023
Q1 		$79.2K Sell
1,966
-2,041
-51% -$218K ﹤0.01% 1364
2022
Q4 		$211K Buy
4,007
+574
+17% +$57.8K 0.01% 1322
2022
Q3 		$172K Buy
3,433
+158
+5% +$16K ﹤0.01% 1499
2022
Q2 		$163K Hold
3,275
– – 0.01% 1401
2022
Q1 		$163K Buy
3,275
+2,133
+187% +$251K 0.01% 1401
2021
Q4 		$132K Sell
1,142
-600
-34% -$71K ﹤0.01% 1151
2021
Q3 		$215K Sell
1,742
-195
-10% -$24.4K ﹤0.01% 919
2021
Q2 		$229K Sell
1,937
-96
-5% -$10.9K ﹤0.01% 840
2021
Q1 		$191K Buy
2,033
+51
+3% +$4.81K ﹤0.01% 857
2020
Q4 		$180K Sell
1,982
-407
-17% -$30.4K 0.01% 845
2020
Q3 		$140K Sell
2,389
-1,765
-42% -$92.4K 0.01% 843
2020
Q2 		$206K Buy
4,154
+2,252
+118% +$99.1K 0.02% 656
2020
Q1 		$84K Buy
1,902
+100
+6% +$6.62K 0.01% 903
2019
Q4 		$150K Sell
1,802
-1,296
-42% -$107K 0.01% 760
2019
Q3 		$250K Buy
+3,098
New +$256K 0.02% 698
2019
Q1 		$93K Sell
1,316
-947
-42% -$64.8K 0.01% 715
2018
Q4 		$132K Sell
2,263
-186
-8% -$12.8K 0.01% 1053
2018
Q3 		$187K Sell
2,449
-929
-28% -$69.9K 0.01% 1118
2018
Q2 		$238K Sell
3,378
-1,452
-30% -$107K 0.01% 977
2018
Q1 		$372K Hold
4,830
– – 0.02% 744
2017
Q4 		$372K Sell
4,830
-2,124
-31% -$146K 0.02% 745
2017
Q3 		$448K Sell
6,954
-150
-2% -$9.1K 0.02% 730
2017
Q2 		$442K Sell
7,104
-598
-8% -$37K 0.02% 728
2017
Q1 		$527K Buy
7,702
+450
+6% +$31.6K 0.02% 649
2016
Q4 		$523K Buy
7,252
+731
+11% +$46.5K 0.03% 600
2016
Q3 		$369K Buy
6,521
+62
+1% +$3.55K 0.02% 704
2016
Q2 		$346K Buy
6,459
+5,143
+391% +$280K 0.02% 706
2016
Q1 		$93K Sell
1,316
-4,681
-78% -$226K 0.01% 715
2015
Q4 		$322K Buy
+5,997
New +$333K 0.02% 631

Other funds holding DFS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's DFS Position: Q3 2025 in Review

IFP Advisors sold out of Discover Financial Services (DFS) in Q3 2025, closing a stake of 2,668 shares — an estimated $554K sold.

IFP Advisors first reported a position in DFS in Q4 2015 and held it in 38 quarters. The position peaked at $554K in Q2 2025. 2 funds tracked by Wall St. Rank hold DFS as of Q3 2025.

  • IFP Advisors reported no remaining Discover Financial Services position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 2,668 Discover Financial Services shares in Q3 2025, an estimated $554K.
  • IFP Advisors first reported a position in Discover Financial Services in Q4 2015 and held it in 38 quarters.
  • IFP Advisors's Discover Financial Services position peaked at $554K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.