MMA
DFS

Miracle Mile Advisors’s Discover Financial Services DFS Stock Holding History

Miracle Mile 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
-2,799
Closed -$478K – 724
2025
Q1 		$478K Buy
2,799
+63
+2% +$11.5K 0.01% 439
2024
Q4 		$474K Buy
2,736
+662
+32% +$109K 0.01% 445
2024
Q3 		$291K Buy
2,074
+96
+5% +$12.9K 0.01% 430
2024
Q2 		$259K Sell
1,978
-35
-2% -$4.36K 0.01% 431
2024
Q1 		$264K Buy
2,013
+35
+2% +$4.01K 0.01% 430
2023
Q4 		$222K Buy
+1,978
New +$183K 0.01% 439
2023
Q3 		– Sell
-2,003
Closed -$234K – 490
2023
Q2 		$234K Buy
+2,003
New +$210K 0.01% 453
2022
Q1 		– Sell
-1,795
Closed -$207K – 471
2021
Q4 		$207K Sell
1,795
-87
-5% -$10.3K 0.01% 427
2021
Q3 		$231K Buy
1,882
+87
+5% +$10.9K 0.01% 380
2021
Q2 		$212K Buy
+1,795
New +$203K 0.01% 357

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

Miracle Mile Advisors's DFS Position: Q2 2025 in Review

Miracle Mile Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,799 shares — an estimated $478K sold.

Miracle Mile Advisors first reported a position in DFS in Q2 2021 and held it in 10 quarters. The position peaked at $478K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Miracle Mile Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Miracle Mile Advisors sold 2,799 Discover Financial Services shares in Q2 2025, an estimated $478K.
  • Miracle Mile Advisors first reported a position in Discover Financial Services in Q2 2021 and held it in 10 quarters.
  • Miracle Mile Advisors's Discover Financial Services position peaked at $478K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Miracle Mile Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.