JWCA
DFS

J.W. Coons Advisors’s Discover Financial Services DFS Stock Holding History

J.W. Coons 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
-1,938
Closed -$331K – 243
2025
Q1 		$331K Buy
1,938
+340
+21% +$62.2K 0.09% 183
2024
Q4 		$277K Hold
1,598
– – 0.07% 200
2024
Q3 		$224K Hold
1,598
– – 0.06% 221
2024
Q2 		$209K Hold
1,598
– – 0.05% 225
2024
Q1 		$210K Buy
+1,598
New +$183K 0.05% 233
2022
Q2 		– Sell
-2,071
Closed -$228K – 247
2022
Q1 		$228K Hold
2,071
– – 0.07% 239
2021
Q4 		$239K Sell
2,071
-25
-1% -$2.96K 0.07% 222
2021
Q3 		$258K Sell
2,096
-235
-10% -$29.5K 0.09% 201
2021
Q2 		$277K Sell
2,331
-880
-27% -$99.5K 0.1% 182
2021
Q1 		$304K Sell
3,211
-835
-21% -$78.7K 0.11% 171
2020
Q4 		$368K Sell
4,046
-2,640
-39% -$197K 0.14% 147
2020
Q3 		$389K Buy
6,686
+2,055
+44% +$108K 0.16% 137
2020
Q2 		$232K Buy
+4,631
New +$204K 0.1% 171

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

J.W. Coons Advisors's DFS Position: Q2 2025 in Review

J.W. Coons Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,938 shares — an estimated $331K sold.

J.W. Coons Advisors first reported a position in DFS in Q2 2020 and held it in 13 quarters. The position peaked at $389K in Q3 2020. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • J.W. Coons Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • J.W. Coons Advisors sold 1,938 Discover Financial Services shares in Q2 2025, an estimated $331K.
  • J.W. Coons Advisors first reported a position in Discover Financial Services in Q2 2020 and held it in 13 quarters.
  • J.W. Coons Advisors's Discover Financial Services position peaked at $389K in Q3 2020.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.