PAG
DFS

Private Advisor Group’s Discover Financial Services DFS Stock Holding History

Private Advisor 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
2024
Q1 		– Sell
-100
Closed -$5 – 2354
2023
Q4 		$5 Hold
100
– – ﹤0.01% 2246
2023
Q3 		$1.04K Buy
+100
New +$9.93K ﹤0.01% 2258

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

Private Advisor Group's DFS Position: Q2 2025 in Review

Private Advisor Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 13,375 shares — an estimated $2.28M sold.

Private Advisor Group first reported a position in DFS in Q4 2013 and held it in 46 quarters. The position peaked at $9.94M in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Private Advisor Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 13,375 Discover Financial Services shares in Q2 2025, an estimated $2.28M.
  • Private Advisor Group first reported a position in Discover Financial Services in Q4 2013 and held it in 46 quarters.
  • Private Advisor Group's Discover Financial Services position peaked at $9.94M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.