MYIA
DFS

Mount Yale Investment Advisors’s Discover Financial Services DFS Stock Holding History

Mount Yale Investment 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
-3,206
Closed -$547K – 1497
2025
Q1 		$547K Sell
3,206
-1,883
-37% -$344K 0.05% 310
2024
Q4 		$882K Sell
5,089
-39,396
-89% -$6.47M 0.07% 224
2024
Q3 		$6.24M Sell
44,485
-2,648
-6% -$356K 0.6% 25
2024
Q2 		$6.17M Sell
47,133
-13,243
-22% -$1.65M 0.49% 31
2024
Q1 		$7.91M Sell
60,376
-19,454
-24% -$2.23M 0.61% 23
2023
Q4 		$8.97M Buy
79,830
+71,167
+822% +$6.58M 0.85% 9
2023
Q3 		$751K Sell
8,663
-54,397
-86% -$5.4M 0.08% 235
2023
Q2 		$7.37M Sell
63,060
-6,061
-9% -$635K 0.78% 12
2023
Q1 		$6.83M Buy
69,121
+12,473
+22% +$1.34M 0.77% 20
2022
Q4 		$5.54M Sell
56,648
-10,857
-16% -$1.09M 0.63% 42
2022
Q3 		$6.14M Buy
67,505
+2,327
+4% +$235K 0.82% 15
2022
Q2 		$6.17M Sell
65,178
-2,174
-3% -$233K 0.78% 21
2022
Q1 		$7.42M Buy
67,352
+2,970
+5% +$349K 0.81% 18
2021
Q4 		$7.44M Buy
64,382
+51,550
+402% +$6.1M 0.77% 18
2021
Q3 		$1.58M Sell
12,832
-1,572
-11% -$197K 0.18% 130
2021
Q2 		$1.7M Buy
14,404
+193
+1% +$21.8K 0.21% 104
2021
Q1 		$1.35M Sell
14,211
-237
-2% -$22.4K 0.18% 120
2020
Q4 		$1.31M Sell
14,448
-921
-6% -$68.7K 0.18% 123
2020
Q3 		$888K Buy
15,369
+328
+2% +$17.2K 0.13% 164
2020
Q2 		$753K Sell
15,041
-1,191
-7% -$52.4K 0.13% 162
2020
Q1 		$579K Buy
16,232
+1,833
+13% +$121K 0.13% 150
2019
Q4 		$1.08M Buy
14,399
+954
+7% +$78.7K 0.19% 117
2019
Q3 		$1.14M Sell
13,445
-2,369
-15% -$196K 0.2% 106
2019
Q2 		$1.32M Sell
15,814
-1,471
-9% -$114K 0.24% 94
2019
Q1 		$1.23M Sell
17,285
-1,834
-10% -$126K 0.23% 102
2018
Q4 		$1.3M Buy
19,119
+1,902
+11% +$131K 0.26% 94
2018
Q3 		$1.22M Buy
17,217
+4,173
+32% +$314K 0.21% 101
2018
Q2 		$918K Sell
13,044
-95
-0.7% -$6.97K 0.17% 118
2018
Q1 		$945K Buy
+13,139
New +$1.01M 0.2% 108

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

Mount Yale Investment Advisors's DFS Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,206 shares — an estimated $547K sold.

Mount Yale Investment Advisors first reported a position in DFS in Q1 2018 and held it in 29 quarters. The position peaked at $8.97M in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mount Yale Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,206 Discover Financial Services shares in Q2 2025, an estimated $547K.
  • Mount Yale Investment Advisors first reported a position in Discover Financial Services in Q1 2018 and held it in 29 quarters.
  • Mount Yale Investment Advisors's Discover Financial Services position peaked at $8.97M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.