NFC
DFS

Northeast Financial Consultants’s Discover Financial Services DFS Stock Holding History

Northeast Financial Consultants’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
-2,130
Closed -$364K – 301
2025
Q1 		$364K Hold
2,130
– – 0.02% 225
2024
Q4 		$369K Hold
2,130
– – 0.02% 228
2024
Q3 		$299K Hold
2,130
– – 0.01% 237
2024
Q2 		$279K Hold
2,130
– – 0.01% 233
2024
Q1 		$279K Buy
+2,130
New +$244K 0.01% 247

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 $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 $5.16B AUM 18.64% 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

Northeast Financial Consultants's DFS Position: Q2 2025 in Review

Northeast Financial Consultants sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,130 shares — an estimated $364K sold.

Northeast Financial Consultants first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $369K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Northeast Financial Consultants reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Consultants sold 2,130 Discover Financial Services shares in Q2 2025, an estimated $364K.
  • Northeast Financial Consultants first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Northeast Financial Consultants's Discover Financial Services position peaked at $369K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.