LA
DFS

Legacy Advisors’s Discover Financial Services DFS Stock Holding History

Legacy 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
-1,965
Closed -$335K – 123
2025
Q1 		$335K Buy
1,965
+51
+3% +$9.33K 0.03% 309
2024
Q4 		$332K Sell
1,914
-40
-2% -$6.57K 0.03% 300
2024
Q3 		$274K Buy
1,954
+42
+2% +$5.65K 0.03% 308
2024
Q2 		$250K Sell
1,912
-120
-6% -$15K 0.03% 280
2024
Q1 		$266K Sell
2,032
-1,425
-41% -$163K 0.03% 263
2023
Q4 		$389K Buy
+3,457
New +$320K 0.05% 213
2022
Q2 		– Sell
-2,155
Closed -$237K – 222
2022
Q1 		$237K Buy
+2,155
New +$253K 0.05% 183
2019
Q3 		– Sell
-97
Closed -$8K – 168
2019
Q2 		$8K Hold
97
– – 0.01% 311
2019
Q1 		$7K Buy
+97
New +$6.64K ﹤0.01% 348
2018
Q4 		– Sell
-2,357
Closed -$180K – 187
2018
Q3 		$180K Buy
2,357
+2,260
+2,330% +$170K 0.09% 144
2018
Q2 		$7K Hold
97
– – 0.01% 331
2018
Q1 		$7K Hold
97
– – 0.01% 289
2017
Q4 		$7K Hold
97
– – 0.01% 280
2017
Q3 		$6K Hold
97
– – 0.01% 262
2017
Q2 		$6K Hold
97
– – 0.01% 174
2017
Q1 		$6K Hold
97
– – 0.01% 166
2016
Q4 		$6K Buy
+97
New +$6.17K 0.01% 186

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

Legacy Advisors's DFS Position: Q2 2025 in Review

Legacy Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,965 shares — an estimated $335K sold.

Legacy Advisors first reported a position in DFS in Q4 2016 and held it in 17 quarters. The position peaked at $389K in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Legacy Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,965 Discover Financial Services shares in Q2 2025, an estimated $335K.
  • Legacy Advisors first reported a position in Discover Financial Services in Q4 2016 and held it in 17 quarters.
  • Legacy Advisors's Discover Financial Services position peaked at $389K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.