IIA
DFS

Integral Investment Advisors’s Discover Financial Services DFS Stock Holding History

Integral Investment 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
-7,726
Closed -$1.32M – 157
2025
Q1 		$1.32M Sell
7,726
-315
-4% -$57.6K 0.42% 44
2024
Q4 		$1.39M Buy
8,041
+24
+0.3% +$3.94K 0.45% 45
2024
Q3 		$1.12M Buy
8,017
+273
+4% +$36.7K 0.38% 52
2024
Q2 		$958K Buy
7,744
+2,158
+39% +$269K 0.35% 59
2024
Q1 		$715K Buy
5,586
+1,028
+23% +$118K 0.3% 71
2023
Q4 		$512K Buy
4,558
+409
+10% +$37.8K 0.33% 53
2023
Q3 		$359K Buy
4,149
+285
+7% +$28.3K 0.25% 60
2023
Q2 		$452K Buy
3,864
+35
+0.9% +$3.67K 0.3% 53
2023
Q1 		$378K Sell
3,829
-763
-17% -$81.7K 0.27% 57
2022
Q4 		$449K Sell
4,592
-322
-7% -$32.4K 0.35% 52
2022
Q3 		$447K Buy
4,914
+93
+2% +$9.41K 0.37% 56
2022
Q2 		$456K Sell
4,821
-74
-2% -$7.92K 0.39% 56
2022
Q1 		$539K Buy
4,895
+279
+6% +$32.8K 0.34% 61
2021
Q4 		$533K Buy
+4,616
New +$546K 0.38% 54

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

Integral Investment Advisors's DFS Position: Q2 2025 in Review

Integral Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 7,726 shares — an estimated $1.32M sold.

Integral Investment Advisors first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $1.39M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Integral Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Integral Investment Advisors sold 7,726 Discover Financial Services shares in Q2 2025, an estimated $1.32M.
  • Integral Investment Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Integral Investment Advisors's Discover Financial Services position peaked at $1.39M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Integral Investment Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.