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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Prospera Financial Services's DFS Position: Q2 2025 in Review

Prospera Financial Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,536 shares — an estimated $262K sold.

Prospera Financial Services first reported a position in DFS in Q1 2015 and held it in 11 quarters. The position peaked at $262K in Q1 2025. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Prospera Financial Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 1,536 Discover Financial Services shares in Q2 2025, an estimated $262K.
  • Prospera Financial Services first reported a position in Discover Financial Services in Q1 2015 and held it in 11 quarters.
  • Prospera Financial Services's Discover Financial Services position peaked at $262K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.