PMFA
DFS

Plante Moran Financial Advisors’s Discover Financial Services DFS Stock Holding History

Plante Moran Financial 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
-50
Closed -$8.54K – 793
2025
Q1 		$8.54K Buy
+50
New +$9.14K ﹤0.01% 596
2024
Q4 		– Sell
-28
Closed -$3.95K – 928
2024
Q3 		$3.95K Buy
+28
New +$3.77K ﹤0.01% 706
2022
Q3 		– Sell
-91
Closed -$9K – 897
2022
Q2 		$9K Buy
+91
New +$9.74K ﹤0.01% 623
2020
Q1 		– Sell
-346
Closed -$29K – 749
2019
Q4 		$29K Buy
+346
New +$28.5K 0.01% 402
2019
Q3 		– Sell
-751
Closed -$58K – 854
2019
Q2 		$58K Hold
751
– – 0.02% 308
2019
Q1 		$53K Buy
+751
New +$51.4K 0.02% 318
2017
Q1 		– Sell
-166
Closed -$12K – 904
2016
Q4 		$12K Buy
+166
New +$10.6K 0.01% 557
2016
Q3 		– Sell
-547
Closed -$29K – 946
2016
Q2 		$29K Buy
+547
New +$29.8K 0.02% 368
2015
Q4 		– Sell
-288
Closed -$15K – 957
2015
Q3 		$15K Buy
288
+43
+18% +$2.36K 0.01% 422
2015
Q2 		$14K Buy
245
+217
+775% +$12.7K 0.01% 473
2015
Q1 		$2K Hold
28
– – ﹤0.01% 668
2014
Q4 		$2K Hold
28
– – ﹤0.01% 754
2014
Q3 		$2K Sell
28
-500
-95% -$31.3K ﹤0.01% 734
2014
Q2 		$33K Buy
+528
New +$30.8K 0.03% 294
2014
Q1 		– Sell
-1,250
Closed -$70K – 637
2013
Q4 		$70K Hold
1,250
– – 0.04% 186
2013
Q3 		$63K Buy
+1,250
New +$62.5K 0.04% 169

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

Plante Moran Financial Advisors's DFS Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 50 shares — an estimated $8.54K sold.

Plante Moran Financial Advisors first reported a position in DFS in Q3 2013 and held it in 16 quarters. The position peaked at $70K in Q4 2013. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 50 Discover Financial Services shares in Q2 2025, an estimated $8.54K.
  • Plante Moran Financial Advisors first reported a position in Discover Financial Services in Q3 2013 and held it in 16 quarters.
  • Plante Moran Financial Advisors's Discover Financial Services position peaked at $70K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.