PCIA
DFS

Prime Capital Investment Advisors’s Discover Financial Services DFS Stock Holding History

Prime Capital 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
-2,121
Closed -$362K – 995
2025
Q1 		$362K Buy
2,121
+405
+24% +$74.1K ﹤0.01% 773
2024
Q4 		$297K Sell
1,716
-62
-3% -$10.2K ﹤0.01% 731
2024
Q3 		$249K Buy
1,778
+25
+1% +$3.36K ﹤0.01% 792
2024
Q2 		$229K Sell
1,753
-189
-10% -$23.6K ﹤0.01% 813
2024
Q1 		$255K Sell
1,942
-62
-3% -$7.11K ﹤0.01% 822
2023
Q4 		$225K Buy
+2,004
New +$185K ﹤0.01% 844
2020
Q1 		– Sell
-436
Closed -$37K – 506
2019
Q4 		$37K Hold
436
– – ﹤0.01% 336
2019
Q3 		$35K Buy
+436
New +$36K 0.01% 341

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

Prime Capital Investment Advisors's DFS Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,121 shares — an estimated $362K sold.

Prime Capital Investment Advisors first reported a position in DFS in Q3 2019 and held it in 8 quarters. The position peaked at $362K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,121 Discover Financial Services shares in Q2 2025, an estimated $362K.
  • Prime Capital Investment Advisors first reported a position in Discover Financial Services in Q3 2019 and held it in 8 quarters.
  • Prime Capital Investment Advisors's Discover Financial Services position peaked at $362K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.