LFG
DFS

Larson Financial Group’s Discover Financial Services DFS Stock Holding History

Larson Financial Group’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
-685
Closed -$117K – 3335
2025
Q1 		$117K Buy
685
+226
+49% +$41.3K 0.01% 760
2024
Q4 		$79.5K Buy
459
+73
+19% +$12K ﹤0.01% 773
2024
Q3 		$54.2K Buy
386
+135
+54% +$18.2K ﹤0.01% 884
2024
Q2 		$32.8K Buy
251
+195
+348% +$24.3K ﹤0.01% 911
2024
Q1 		$7.34K Sell
56
-412
-88% -$47.2K ﹤0.01% 1118
2023
Q4 		$52.6K Buy
468
+3
+0.6% +$277 ﹤0.01% 633
2023
Q3 		$40.2K Buy
465
+239
+106% +$23.7K ﹤0.01% 669
2023
Q2 		$26.4K Hold
226
– – ﹤0.01% 668
2023
Q1 		$22.3K Hold
226
– – ﹤0.01% 715
2022
Q4 		$22.1K Sell
226
-66
-23% -$6.64K ﹤0.01% 674
2022
Q3 		$27K Buy
292
+66
+29% +$6.68K ﹤0.01% 563
2022
Q2 		$21K Hold
226
– – ﹤0.01% 536
2022
Q1 		$25K Hold
226
– – ﹤0.01% 490
2021
Q4 		$26K Sell
226
-424
-65% -$50.2K ﹤0.01% 491
2021
Q3 		$80K Buy
650
+94
+17% +$11.8K 0.02% 234
2021
Q2 		$66K Buy
556
+2
+0.4% +$226 0.02% 232
2021
Q1 		$53K Buy
+554
New +$52.2K 0.02% 249

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

Larson Financial Group's DFS Position: Q2 2025 in Review

Larson Financial Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 685 shares — an estimated $117K sold.

Larson Financial Group first reported a position in DFS in Q1 2021 and held it in 17 quarters. The position peaked at $117K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Larson Financial Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 685 Discover Financial Services shares in Q2 2025, an estimated $117K.
  • Larson Financial Group first reported a position in Discover Financial Services in Q1 2021 and held it in 17 quarters.
  • Larson Financial Group's Discover Financial Services position peaked at $117K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.