MAS
DFS

Meeder Advisory Services’s Discover Financial Services DFS Stock Holding History

Meeder Advisory Services’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
-6,905
Closed -$1.18M – 617
2025
Q1 		$1.18M Buy
6,905
+1,023
+17% +$187K 0.07% 212
2024
Q4 		$1.02M Buy
5,882
+177
+3% +$29K 0.06% 229
2024
Q3 		$800K Sell
5,705
-1,254
-18% -$169K 0.05% 271
2024
Q2 		$910K Buy
6,959
+1,238
+22% +$154K 0.06% 240
2024
Q1 		$750K Sell
5,721
-73
-1% -$8.37K 0.08% 224
2023
Q4 		$651K Sell
5,794
-432
-7% -$39.9K 0.07% 227
2023
Q3 		$539K Sell
6,226
-1,813
-23% -$180K 0.07% 245
2023
Q2 		$939K Buy
8,039
+334
+4% +$35K 0.1% 168
2023
Q1 		$762K Buy
7,705
+759
+11% +$81.3K 0.09% 205
2022
Q4 		$680K Buy
+6,946
New +$699K 0.09% 213

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

Meeder Advisory Services's DFS Position: Q2 2025 in Review

Meeder Advisory Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,905 shares — an estimated $1.18M sold.

Meeder Advisory Services first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $1.18M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Meeder Advisory Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 6,905 Discover Financial Services shares in Q2 2025, an estimated $1.18M.
  • Meeder Advisory Services first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Meeder Advisory Services's Discover Financial Services position peaked at $1.18M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Meeder Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.