MFA
DFS

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

Mayflower 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
Q2 		– Sell
-1,516
Closed -$259K – 394
2025
Q1 		$259K Buy
1,516
+66
+5% +$12.1K 0.04% 330
2024
Q4 		$251K Sell
1,450
-69
-5% -$11.3K 0.04% 330
2024
Q3 		$213K Sell
1,519
-275
-15% -$37K 0.03% 354
2024
Q2 		$235K Buy
1,794
+26
+1% +$3.24K 0.04% 315
2024
Q1 		$232K Sell
1,768
-43
-2% -$4.93K 0.04% 320
2023
Q4 		$204K Buy
+1,811
New +$167K 0.03% 321
2023
Q3 		– Sell
-2,275
Closed -$266K – 344
2023
Q2 		$266K Sell
2,275
-373
-14% -$39.1K 0.03% 293
2023
Q1 		$262K Buy
2,648
+7
+0.3% +$749 0.03% 287
2022
Q4 		$258K Sell
2,641
-69
-3% -$6.94K 0.04% 286
2022
Q3 		$246K Sell
2,710
-99
-4% -$10K 0.04% 275
2022
Q2 		$266K Buy
2,809
+20
+0.7% +$2.14K 0.04% 268
2022
Q1 		$307K Sell
2,789
-33
-1% -$3.88K 0.04% 266
2021
Q4 		$326K Buy
2,822
+110
+4% +$13K 0.04% 249
2021
Q3 		$356K Buy
2,712
+17
+0.6% +$2.13K 0.05% 235
2021
Q2 		$319K Sell
2,695
-50
-2% -$5.65K 0.04% 234
2021
Q1 		$261K Buy
2,745
+50
+2% +$4.71K 0.04% 248
2020
Q4 		$244K Buy
+2,695
New +$201K 0.04% 233

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

Mayflower Financial Advisors's DFS Position: Q2 2025 in Review

Mayflower Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,516 shares — an estimated $259K sold.

Mayflower Financial Advisors first reported a position in DFS in Q4 2020 and held it in 17 quarters. The position peaked at $356K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mayflower Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,516 Discover Financial Services shares in Q2 2025, an estimated $259K.
  • Mayflower Financial Advisors first reported a position in Discover Financial Services in Q4 2020 and held it in 17 quarters.
  • Mayflower Financial Advisors's Discover Financial Services position peaked at $356K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mayflower Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.