OIA
DFS

OneDigital Investment Advisors’s Discover Financial Services DFS Stock Holding History

OneDigital 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
-3,424
Closed -$585K – 1465
2025
Q1 		$585K Buy
3,424
+865
+34% +$158K 0.01% 804
2024
Q4 		$443K Sell
2,559
-2,933
-53% -$481K 0.01% 938
2024
Q3 		$771K Buy
5,492
+523
+11% +$70.4K 0.01% 758
2024
Q2 		$650K Buy
4,969
+2,777
+127% +$346K 0.01% 786
2024
Q1 		$287K Sell
2,192
-1,431
-39% -$164K ﹤0.01% 924
2023
Q4 		$407K Buy
+3,623
New +$335K 0.01% 799
2023
Q3 		– Sell
-1,867
Closed -$218K – 999
2023
Q2 		$218K Sell
1,867
-1,834
-50% -$192K ﹤0.01% 930
2023
Q1 		$366K Buy
+3,701
New +$396K 0.01% 707
2019
Q3 		– Sell
-118
Closed -$9K – 690
2019
Q2 		$9K Hold
118
– – ﹤0.01% 955
2019
Q1 		$8K Hold
118
– – ﹤0.01% 920
2018
Q4 		$7K Hold
118
– – ﹤0.01% 904
2018
Q3 		$9K Hold
118
– – ﹤0.01% 848
2018
Q2 		$8K Hold
118
– – ﹤0.01% 1088
2018
Q1 		$8K Sell
118
-530
-82% -$40.9K ﹤0.01% 1073
2017
Q4 		$50K Buy
648
+75
+13% +$5.16K 0.01% 508
2017
Q3 		$37K Buy
573
+555
+3,083% +$33.7K 0.01% 458
2017
Q2 		$1K Buy
+18
New +$1.11K ﹤0.01% 1191

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

OneDigital Investment Advisors's DFS Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,424 shares — an estimated $585K sold.

OneDigital Investment Advisors first reported a position in DFS in Q2 2017 and held it in 17 quarters. The position peaked at $771K in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • OneDigital Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,424 Discover Financial Services shares in Q2 2025, an estimated $585K.
  • OneDigital Investment Advisors first reported a position in Discover Financial Services in Q2 2017 and held it in 17 quarters.
  • OneDigital Investment Advisors's Discover Financial Services position peaked at $771K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.