OWA
DFS

ORBA Wealth Advisors’s Discover Financial Services DFS Stock Holding History

ORBA Wealth 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
-26,291
Closed -$4.49M – 82
2025
Q1 		$4.49M Buy
26,291
+134
+0.5% +$24.5K 2.26% 14
2024
Q4 		$4.53M Buy
26,157
+3,761
+17% +$617K 2.37% 12
2024
Q3 		$3.14M Hold
22,396
– – 1.59% 21
2024
Q2 		$2.93M Buy
22,396
+5
+0% +$623 1.52% 23
2024
Q1 		$2.94M Hold
22,391
– – 1.62% 22
2023
Q4 		$2.52M Buy
+22,391
New +$2.07M 1.51% 22

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

ORBA Wealth Advisors's DFS Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 26,291 shares — an estimated $4.49M sold.

ORBA Wealth Advisors first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $4.53M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 26,291 Discover Financial Services shares in Q2 2025, an estimated $4.49M.
  • ORBA Wealth Advisors first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's Discover Financial Services position peaked at $4.53M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.