JWA
DFS

JFS Wealth Advisors’s Discover Financial Services DFS Stock Holding History

JFS Wealth 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
-251
Closed -$42.9K – 1896
2025
Q1 		$42.9K Buy
251
+39
+18% +$7.13K ﹤0.01% 508
2024
Q4 		$36.7K Sell
212
-2
-0.9% -$328 ﹤0.01% 515
2024
Q3 		$30K Sell
214
-223
-51% -$30K ﹤0.01% 556
2024
Q2 		$57.2K Sell
437
-115
-21% -$14.3K ﹤0.01% 396
2024
Q1 		$72.3K Buy
552
+3
+0.5% +$344 0.01% 375
2023
Q4 		$61.7K Sell
549
-29
-5% -$2.68K 0.01% 375
2023
Q3 		$50.1K Sell
578
-65
-10% -$6.46K ﹤0.01% 377
2023
Q2 		$75.2K Sell
643
-4
-0.6% -$419 0.01% 316
2023
Q1 		$64K Buy
647
+17
+3% +$1.82K 0.01% 338
2022
Q4 		$61.6K Buy
630
+362
+135% +$36.4K 0.01% 340
2022
Q3 		$24K Sell
268
-103
-28% -$10.4K ﹤0.01% 527
2022
Q2 		$35K Sell
371
-18
-5% -$1.93K ﹤0.01% 463
2022
Q1 		$43K Sell
389
-405
-51% -$47.6K ﹤0.01% 454
2021
Q4 		$92K Sell
794
-93
-10% -$11K 0.01% 320
2021
Q3 		$109K Buy
887
+487
+122% +$61.1K 0.01% 290
2021
Q2 		$47K Buy
+400
New +$45.2K 0.01% 275
2018
Q1 		– Sell
-156
Closed -$12K – 534
2017
Q4 		$12K Buy
+156
New +$10.7K ﹤0.01% 371
2016
Q4 		– Sell
-170
Closed -$10K – 451
2016
Q3 		$10K Sell
170
-6,200
-97% -$355K ﹤0.01% 381
2016
Q2 		$341K Buy
6,370
+6,200
+3,647% +$337K 0.09% 120
2016
Q1 		$9K Hold
170
– – ﹤0.01% 405
2015
Q4 		$9K Hold
170
– – ﹤0.01% 401
2015
Q3 		$9K Buy
+170
New +$9.32K ﹤0.01% 356

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 $4.82B AUM 20.19% 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

JFS Wealth Advisors's DFS Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 251 shares — an estimated $42.9K sold.

JFS Wealth Advisors first reported a position in DFS in Q3 2015 and held it in 22 quarters. The position peaked at $341K in Q2 2016. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 251 Discover Financial Services shares in Q2 2025, an estimated $42.9K.
  • JFS Wealth Advisors first reported a position in Discover Financial Services in Q3 2015 and held it in 22 quarters.
  • JFS Wealth Advisors's Discover Financial Services position peaked at $341K in Q2 2016.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.