PA
DFS

PSI Advisors’s Discover Financial Services DFS Stock Holding History

PSI 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
-200
Closed -$34.1K – 233
2025
Q1 		$34.1K Hold
200
– – 0.01% 298
2024
Q4 		$34.6K Hold
200
– – 0.01% 327
2024
Q3 		$28.1K Hold
200
– – 0.01% 359
2024
Q2 		$26.2K Sell
200
-200
-50% -$24.9K 0.01% 354
2024
Q1 		$52.4K Buy
400
+200
+100% +$22.9K 0.02% 244
2023
Q4 		$22.5K Hold
200
– – 0.01% 391
2023
Q3 		$17.3K Hold
200
– – 0.01% 417
2023
Q2 		$23.4K Hold
200
– – 0.01% 367
2023
Q1 		$19.8K Hold
200
– – 0.01% 335
2022
Q4 		$19.6K Hold
200
– – 0.01% 322
2022
Q3 		$18K Hold
200
– – 0.01% 337
2022
Q2 		$19K Hold
200
– – 0.01% 358
2022
Q1 		$22K Hold
200
– – 0.01% 354
2021
Q4 		$23K Hold
200
– – 0.01% 375
2021
Q3 		$25K Buy
+200
New +$25.1K 0.01% 352

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

PSI Advisors's DFS Position: Q2 2025 in Review

PSI Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 200 shares — an estimated $34.1K sold.

PSI Advisors first reported a position in DFS in Q3 2021 and held it in 15 quarters. The position peaked at $52.4K in Q1 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • PSI Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 200 Discover Financial Services shares in Q2 2025, an estimated $34.1K.
  • PSI Advisors first reported a position in Discover Financial Services in Q3 2021 and held it in 15 quarters.
  • PSI Advisors's Discover Financial Services position peaked at $52.4K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.