KFI
DFS

Key Financial Inc’s Discover Financial Services DFS Stock Holding History

Key Financial Inc’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
-869
Closed -$148K – 1442
2025
Q1 		$148K Hold
869
– – 0.03% 304
2024
Q4 		$151K Hold
869
– – 0.03% 296
2024
Q3 		$122K Buy
869
+7
+0.8% +$942 0.03% 323
2024
Q2 		$113K Buy
862
+628
+268% +$78.3K 0.03% 321
2024
Q1 		$30.7K Hold
234
– – 0.01% 527
2023
Q4 		$26.3K Hold
234
– – 0.01% 532
2023
Q3 		$20.3K Sell
234
-33
-12% -$3.28K 0.01% 566
2023
Q2 		$31.2K Buy
267
+33
+14% +$3.46K 0.01% 485
2023
Q1 		$23.1K Hold
234
– – 0.01% 519
2022
Q4 		$21.3K Hold
234
– – 0.01% 486
2022
Q3 		$21K Hold
234
– – 0.01% 487
2022
Q2 		$23K Hold
234
– – 0.01% 479
2022
Q1 		$26K Hold
234
– – 0.01% 454
2021
Q4 		$27K Sell
234
-59
-20% -$6.98K 0.01% 432
2021
Q3 		$36K Sell
293
-50
-15% -$6.27K 0.02% 385
2021
Q2 		$43K Hold
343
– – 0.02% 368
2021
Q1 		$33K Hold
343
– – 0.02% 337
2020
Q4 		$31K Buy
+343
New +$25.6K 0.02% 314
2020
Q2 		– Sell
-343
Closed -$13K – 210
2020
Q1 		$13K Buy
+343
New +$22.7K 0.01% 373

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

Key Financial Inc's DFS Position: Q2 2025 in Review

Key Financial Inc sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 869 shares — an estimated $148K sold.

Key Financial Inc first reported a position in DFS in Q1 2020 and held it in 19 quarters. The position peaked at $151K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Key Financial Inc reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 869 Discover Financial Services shares in Q2 2025, an estimated $148K.
  • Key Financial Inc first reported a position in Discover Financial Services in Q1 2020 and held it in 19 quarters.
  • Key Financial Inc's Discover Financial Services position peaked at $151K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.