LFA
DFS

Laraway Financial Advisors’s Discover Financial Services DFS Stock Holding History

Laraway Financial 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
-3,705
Closed -$632K – 125
2025
Q1 		$632K Sell
3,705
-150
-4% -$27.4K 0.5% 50
2024
Q4 		$668K Sell
3,855
-25
-0.6% -$4.1K 0.51% 50
2024
Q3 		$544K Hold
3,880
– – 0.43% 62
2024
Q2 		$508K Hold
3,880
– – 0.43% 63
2024
Q1 		$509K Sell
3,880
-20
-0.5% -$2.29K 0.45% 67
2023
Q4 		$438K Hold
3,900
– – 0.42% 70
2023
Q3 		$338K Hold
3,900
– – 0.35% 74
2023
Q2 		$456K Sell
3,900
-200
-5% -$21K 0.45% 68
2023
Q1 		$405K Sell
4,100
-300
-7% -$32.1K 0.41% 73
2022
Q4 		$430K Hold
4,400
– – 0.45% 69
2022
Q3 		$400K Hold
4,400
– – 0.45% 68
2022
Q2 		$416K Sell
4,400
-300
-6% -$32.1K 0.44% 69
2022
Q1 		$518K Hold
4,700
– – 0.47% 68
2021
Q4 		$543K Buy
+4,700
New +$556K 0.48% 67

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

Laraway Financial Advisors's DFS Position: Q2 2025 in Review

Laraway Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,705 shares — an estimated $632K sold.

Laraway Financial Advisors first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $668K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Laraway Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Laraway Financial Advisors sold 3,705 Discover Financial Services shares in Q2 2025, an estimated $632K.
  • Laraway Financial Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Laraway Financial Advisors's Discover Financial Services position peaked at $668K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Laraway Financial Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.