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 $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 $4.82B AUM 20.19% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return