PFS
DFS

Prospera Financial Services’s Discover Financial Services DFS Stock Holding History

Prospera Financial Services’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
-1,536
Closed -$262K – 1325
2025
Q1 		$262K Buy
1,536
+175
+13% +$32K 0.01% 1041
2024
Q4 		$236K Buy
+1,361
New +$223K 0.01% 1017
2023
Q4 		– Sell
-2,338
Closed -$203K – 1065
2023
Q3 		$203K Buy
2,338
+272
+13% +$27K 0.01% 946
2023
Q2 		$242K Buy
2,066
+8
+0.4% +$838 0.01% 888
2023
Q1 		$204K Buy
+2,058
New +$220K 0.01% 900
2022
Q4 		– Sell
-2,208
Closed -$201K – 907
2022
Q3 		$201K Buy
2,208
+47
+2% +$4.76K 0.01% 781
2022
Q2 		$205K Buy
2,161
+399
+23% +$42.7K 0.01% 730
2022
Q1 		$194K Buy
+1,762
New +$207K 0.01% 893
2020
Q4 		– Sell
-493
Closed -$29K – 871
2020
Q3 		$29K Buy
+493
New +$25.8K 0.01% 783
2015
Q3 		– Sell
-3,630
Closed -$209K – 301
2015
Q2 		$209K Buy
3,630
+15
+0.4% +$880 0.05% 270
2015
Q1 		$204K Buy
+3,615
New +$214K 0.05% 287

Other funds holding DFS

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Osaic Holdings
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DWM
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KIM
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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