OLVIG
DFS

Oliver Lagore Vanvalin Investment Group’s Discover Financial Services DFS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$32.1K Buy
+188
New +$33.3K 0.01% 300
2024
Q4 		$32.6K Hold
188
– – 0.01% 299
2024
Q3 		$26.4K Hold
188
– – 0.01% 313
2024
Q2 		$24.6K Hold
188
– – 0.01% 316
2024
Q1 		$24.6K Hold
188
– – 0.01% 320
2023
Q4 		$21.1K Hold
188
– – 0.01% 306
2023
Q3 		$16.3K Sell
188
-1
-0.5% -$99 0.01% 369
2023
Q2 		$22.1K Buy
189
+64
+51% +$6.71K 0.01% 357
2023
Q1 		$12.4K Hold
125
– – 0.01% 359
2022
Q4 		$12.2K Sell
125
-6
-5% -$604 0.01% 338
2022
Q3 		$12K Hold
131
– – 0.01% 309
2022
Q2 		$12K Buy
131
+6
+5% +$642 0.01% 319
2022
Q1 		$14K Buy
+125
New +$14.7K 0.01% 294

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 $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Discover Financial Services (DFS) in Q2 2025: 188 shares worth $32.1K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DFS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DFS in Q1 2022 and has held it in 13 quarters since. The position peaked at $32.6K in Q4 2024. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 188 shares of Discover Financial Services worth $32.1K as of Q2 2025.
  • Discover Financial Services was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Discover Financial Services made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #300 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Discover Financial Services in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Discover Financial Services position peaked at $32.6K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.