IAA
DFS

Independent Advisor Alliance’s Discover Financial Services DFS Stock Holding History

Independent Advisor Alliance’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
-1,992
Closed -$340K – 904
2025
Q1 		$340K Buy
1,992
+324
+19% +$59.3K 0.01% 623
2024
Q4 		$289K Buy
+1,668
New +$274K ﹤0.01% 1155
2022
Q3 		– Sell
-2,125
Closed -$201K – 633
2022
Q2 		$201K Sell
2,125
-156
-7% -$16.7K 0.01% 571
2022
Q1 		$251K Sell
2,281
-2,226
-49% -$262K 0.01% 546
2021
Q4 		$521K Buy
4,507
+501
+13% +$59.3K 0.03% 390
2021
Q3 		$492K Buy
4,006
+126
+3% +$15.8K 0.03% 386
2021
Q2 		$459K Hold
3,880
– – 0.03% 409
2021
Q1 		$369K Sell
3,880
-139
-3% -$13.1K 0.02% 438
2020
Q4 		$364K Buy
4,019
+234
+6% +$17.5K 0.02% 407
2020
Q3 		$219K Buy
+3,785
New +$198K 0.02% 438

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

Independent Advisor Alliance's DFS Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,992 shares — an estimated $340K sold.

Independent Advisor Alliance first reported a position in DFS in Q3 2020 and held it in 10 quarters. The position peaked at $521K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Independent Advisor Alliance reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,992 Discover Financial Services shares in Q2 2025, an estimated $340K.
  • Independent Advisor Alliance first reported a position in Discover Financial Services in Q3 2020 and held it in 10 quarters.
  • Independent Advisor Alliance's Discover Financial Services position peaked at $521K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.