LWANC
DFS

Laurel Wealth Advisors (North Carolina)’s Discover Financial Services DFS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-53
Closed -$9.05K – 304
2025
Q1 		$9.05K Sell
53
-59
-53% -$10.8K ﹤0.01% 485
2024
Q4 		$19.4K Buy
112
+59
+111% +$9.68K ﹤0.01% 418
2024
Q3 		$7.44K Buy
+53
New +$7.13K ﹤0.01% 481

Other funds holding DFS

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DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Laurel Wealth Advisors (North Carolina)'s DFS Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 53 shares — an estimated $9.05K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DFS in Q3 2024 and held it in 3 quarters. The position peaked at $19.4K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 53 Discover Financial Services shares in Q2 2025, an estimated $9.05K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Discover Financial Services in Q3 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Discover Financial Services position peaked at $19.4K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.