IAN
DFS

Integrated Advisors Network’s Discover Financial Services DFS Stock Holding History

Integrated Advisors Network’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
-2,556
Closed -$436K – 755
2025
Q1 		$436K Sell
2,556
-2,213
-46% -$405K 0.02% 494
2024
Q4 		$826K Buy
4,769
+84
+2% +$13.8K 0.04% 345
2024
Q3 		$657K Sell
4,685
-399
-8% -$53.7K 0.03% 403
2024
Q2 		$665K Buy
5,084
+733
+17% +$91.4K 0.03% 384
2024
Q1 		$570K Sell
4,351
-747
-15% -$85.6K 0.03% 434
2023
Q4 		$573K Buy
5,098
+44
+0.9% +$4.07K 0.03% 400
2023
Q3 		$438K Sell
5,054
-10,338
-67% -$1.03M 0.03% 456
2023
Q2 		$1.8M Sell
15,392
-197
-1% -$20.6K 0.1% 208
2023
Q1 		$1.54M Buy
15,589
+3,733
+31% +$400K 0.09% 220
2022
Q4 		$1.16M Buy
11,856
+742
+7% +$74.7K 0.07% 260
2022
Q3 		$1.01M Buy
11,114
+1,974
+22% +$200K 0.07% 268
2022
Q2 		$864K Buy
+9,140
New +$978K 0.06% 305

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

Integrated Advisors Network's DFS Position: Q2 2025 in Review

Integrated Advisors Network sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,556 shares — an estimated $436K sold.

Integrated Advisors Network first reported a position in DFS in Q2 2022 and held it in 12 quarters. The position peaked at $1.8M in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Integrated Advisors Network reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 2,556 Discover Financial Services shares in Q2 2025, an estimated $436K.
  • Integrated Advisors Network first reported a position in Discover Financial Services in Q2 2022 and held it in 12 quarters.
  • Integrated Advisors Network's Discover Financial Services position peaked at $1.8M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.