LFA
DFS

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

Legend 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
Q1 		– Sell
-46
Closed -$7.97K – 88
2024
Q4 		$7.97K Buy
+46
New +$7.55K 0.01% 129
2024
Q3 		– Sell
-46
Closed -$6.02K – 190
2024
Q2 		$6.02K Buy
+46
New +$5.73K ﹤0.01% 181

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legend Financial Advisors's DFS Position: Q1 2025 in Review

Legend Financial Advisors sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 46 shares — an estimated $7.97K sold.

Legend Financial Advisors first reported a position in DFS in Q2 2024 and held it in 2 quarters. The position peaked at $7.97K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Legend Financial Advisors reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 46 Discover Financial Services shares in Q1 2025, an estimated $7.97K.
  • Legend Financial Advisors first reported a position in Discover Financial Services in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Discover Financial Services position peaked at $7.97K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.