Lido Advisors
DFS

Lido Advisors’s Discover Financial Services DFS Stock Holding History

Lido 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
-6,319
Closed -$1.08M – 1678
2025
Q1 		$1.08M Sell
6,319
-680
-10% -$124K ﹤0.01% 747
2024
Q4 		$1.21M Buy
6,999
+383
+6% +$62.9K 0.01% 689
2024
Q3 		$928K Sell
6,616
-282
-4% -$37.9K ﹤0.01% 735
2024
Q2 		$902K Buy
6,898
+182
+3% +$22.7K 0.01% 697
2024
Q1 		$880K Sell
6,716
-189
-3% -$21.7K 0.01% 705
2023
Q4 		$776K Buy
6,905
+696
+11% +$64.3K 0.01% 709
2023
Q3 		$538K Buy
6,209
+298
+5% +$29.6K ﹤0.01% 727
2023
Q2 		$691K Buy
5,911
+1,060
+22% +$111K ﹤0.01% 641
2023
Q1 		$480K Buy
4,851
+367
+8% +$39.3K ﹤0.01% 682
2022
Q4 		$439K Sell
4,484
-3,407
-43% -$343K 0.01% 636
2022
Q3 		$717K Sell
7,891
-17,938
-69% -$1.82M 0.01% 449
2022
Q2 		$2.44M Buy
25,829
+1,290
+5% +$138K 0.03% 207
2022
Q1 		$2.7M Buy
24,539
+4,637
+23% +$545K 0.03% 223
2021
Q4 		$2.3M Buy
19,902
+1,057
+6% +$125K 0.03% 248
2021
Q3 		$2.31M Sell
18,845
-12,945
-41% -$1.62M 0.03% 254
2021
Q2 		$3.76M Buy
31,790
+52
+0.2% +$5.88K 0.05% 182
2021
Q1 		$3.02M Sell
31,738
-25,371
-44% -$2.39M 0.05% 179
2020
Q4 		$5.17M Buy
57,109
+5,346
+10% +$399K 0.11% 117
2020
Q3 		$2.99M Buy
51,763
+6,992
+16% +$366K 0.08% 132
2020
Q2 		$2.24M Buy
+44,771
New +$1.97M 0.07% 148

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

Lido Advisors's DFS Position: Q2 2025 in Review

Lido Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,319 shares — an estimated $1.08M sold.

Lido Advisors first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $5.17M in Q4 2020. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Lido Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 6,319 Discover Financial Services shares in Q2 2025, an estimated $1.08M.
  • Lido Advisors first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • Lido Advisors's Discover Financial Services position peaked at $5.17M in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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