MFT
DFS

Moisand Fitzgerald Tamayo’s Discover Financial Services DFS Stock Holding History

Moisand Fitzgerald Tamayo’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
-61
Closed -$10.4K – 588
2025
Q1 		$10.4K Hold
61
– – ﹤0.01% 343
2024
Q4 		$10.6K Buy
61
+5
+9% +$821 ﹤0.01% 338
2024
Q3 		$7.86K Hold
56
– – ﹤0.01% 382
2024
Q2 		$7.33K Hold
56
– – ﹤0.01% 342
2024
Q1 		$7.34K Hold
56
– – ﹤0.01% 350
2023
Q4 		$6.29K Hold
56
– – ﹤0.01% 399
2023
Q3 		$4.85K Hold
56
– – ﹤0.01% 435
2023
Q2 		$6.54K Hold
56
– – ﹤0.01% 374
2023
Q1 		$5.54K Hold
56
– – ﹤0.01% 403
2022
Q4 		$5.48K Hold
56
– – ﹤0.01% 396
2022
Q3 		$5K Buy
+56
New +$5.67K ﹤0.01% 361

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

Moisand Fitzgerald Tamayo's DFS Position: Q2 2025 in Review

Moisand Fitzgerald Tamayo sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 61 shares — an estimated $10.4K sold.

Moisand Fitzgerald Tamayo first reported a position in DFS in Q3 2022 and held it in 11 quarters. The position peaked at $10.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Moisand Fitzgerald Tamayo reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 61 Discover Financial Services shares in Q2 2025, an estimated $10.4K.
  • Moisand Fitzgerald Tamayo first reported a position in Discover Financial Services in Q3 2022 and held it in 11 quarters.
  • Moisand Fitzgerald Tamayo's Discover Financial Services position peaked at $10.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2025, filed 16 Jul 2025.