MA
DFS

MCF Advisors’s Discover Financial Services DFS Stock Holding History

MCF 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
-2,880
Closed -$492K – 910
2025
Q1 		$492K Sell
2,880
-240
-8% -$43.9K 0.04% 150
2024
Q4 		$541K Sell
3,120
-366
-10% -$60.1K 0.04% 133
2024
Q3 		$489K Buy
3,486
+60
+2% +$8.07K 0.03% 144
2024
Q2 		$448K Sell
3,426
-284
-8% -$35.4K 0.03% 146
2024
Q1 		$486K Sell
3,710
-74
-2% -$8.48K 0.04% 141
2023
Q4 		$425K Buy
3,784
+27
+0.7% +$2.5K 0.03% 150
2023
Q3 		$325K Buy
3,757
+812
+28% +$80.6K 0.03% 161
2023
Q2 		$344K Sell
2,945
-165
-5% -$17.3K 0.03% 162
2023
Q1 		$307K Buy
3,110
+521
+20% +$55.8K 0.03% 167
2022
Q4 		$253K Buy
2,589
+1,055
+69% +$106K 0.03% 186
2022
Q3 		$139K Buy
1,534
+829
+118% +$83.9K 0.02% 229
2022
Q2 		$67K Sell
705
-16
-2% -$1.71K 0.01% 288
2022
Q1 		$79K Buy
+721
New +$84.7K 0.01% 282
2021
Q4 		– Sell
-32
Closed -$4K – 198
2021
Q3 		$4K Buy
+32
New +$4.01K ﹤0.01% 532
2018
Q4 		– Sell
-100
Closed -$8K – 484
2018
Q3 		$8K Hold
100
– – ﹤0.01% 364
2018
Q2 		$7K Buy
+100
New +$7.33K ﹤0.01% 358
2017
Q3 		– Sell
-221
Closed -$14K – 518
2017
Q2 		$14K Sell
221
-291
-57% -$18K ﹤0.01% 339
2017
Q1 		$35K Buy
+512
New +$35.9K 0.01% 263
2015
Q2 		– Sell
-118
Closed -$7K – 439
2015
Q1 		$7K Hold
118
– – ﹤0.01% 349
2014
Q4 		$8K Buy
118
+1
+0.9% +$64 ﹤0.01% 327
2014
Q3 		$8K Buy
+117
New +$7.33K ﹤0.01% 329

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

MCF Advisors's DFS Position: Q2 2025 in Review

MCF Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,880 shares — an estimated $492K sold.

MCF Advisors first reported a position in DFS in Q3 2014 and held it in 21 quarters. The position peaked at $541K in Q4 2024. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • MCF Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • MCF Advisors sold 2,880 Discover Financial Services shares in Q2 2025, an estimated $492K.
  • MCF Advisors first reported a position in Discover Financial Services in Q3 2014 and held it in 21 quarters.
  • MCF Advisors's Discover Financial Services position peaked at $541K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on MCF Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.