IFG
DFS

Independent Financial Group’s Discover Financial Services DFS Stock Holding History

Independent Financial Group’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
-3,847
Closed -$657K – 1311
2025
Q1 		$657K Sell
3,847
-322
-8% -$58.9K 0.02% 611
2024
Q4 		$722K Sell
4,169
-822
-16% -$135K 0.02% 574
2024
Q3 		$700K Buy
4,991
+1,043
+26% +$140K 0.03% 542
2024
Q2 		$516K Buy
3,948
+1,142
+41% +$142K 0.02% 595
2024
Q1 		$368K Sell
2,806
-268
-9% -$30.7K 0.02% 697
2023
Q4 		$346K Buy
3,074
+173
+6% +$16K 0.02% 667
2023
Q3 		$251K Buy
2,901
+135
+5% +$13.4K 0.02% 747
2023
Q2 		$323K Sell
2,766
-40
-1% -$4.19K 0.02% 614
2023
Q1 		$277K Buy
2,806
+88
+3% +$9.42K 0.02% 637
2022
Q4 		$266K Sell
2,718
-1,306
-32% -$131K 0.02% 596
2022
Q3 		$366K Buy
4,024
+528
+15% +$53.4K 0.03% 485
2022
Q2 		$331K Sell
3,496
-3,761
-52% -$402K 0.04% 476
2022
Q1 		$800K Sell
7,257
-30
-0.4% -$3.52K 0.07% 311
2021
Q4 		$842K Sell
7,287
-767
-10% -$90.7K 0.07% 295
2021
Q3 		$989K Buy
8,054
+402
+5% +$50.4K 0.1% 219
2021
Q2 		$905K Sell
7,652
-450
-6% -$50.9K 0.1% 236
2021
Q1 		$770K Buy
8,102
+500
+7% +$47.2K 0.1% 226
2020
Q4 		$688K Sell
7,602
-885
-10% -$66K 0.1% 230
2020
Q3 		$490K Sell
8,487
-3,025
-26% -$158K 0.09% 239
2020
Q2 		$577K Buy
+11,512
New +$506K 0.13% 195

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 Financial Group's DFS Position: Q2 2025 in Review

Independent Financial Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,847 shares — an estimated $657K sold.

Independent Financial Group first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $989K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Independent Financial Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,847 Discover Financial Services shares in Q2 2025, an estimated $657K.
  • Independent Financial Group first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • Independent Financial Group's Discover Financial Services position peaked at $989K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.