QFA
DFS

Quantum Financial Advisors’s Discover Financial Services DFS Stock Holding History

Quantum Financial 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
-1,262
Closed -$215K – 184
2025
Q1 		$215K Buy
1,262
+1
+0.1% +$183 0.03% 163
2024
Q4 		$218K Buy
+1,261
New +$207K 0.03% 167
2022
Q3 		– Sell
-2,085
Closed -$225K – 89
2022
Q2 		$225K Buy
+2,085
New +$223K 0.08% 83

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

Quantum Financial Advisors's DFS Position: Q2 2025 in Review

Quantum Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,262 shares — an estimated $215K sold.

Quantum Financial Advisors first reported a position in DFS in Q2 2022 and held it in 3 quarters. The position peaked at $225K in Q2 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Quantum Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Quantum Financial Advisors sold 1,262 Discover Financial Services shares in Q2 2025, an estimated $215K.
  • Quantum Financial Advisors first reported a position in Discover Financial Services in Q2 2022 and held it in 3 quarters.
  • Quantum Financial Advisors's Discover Financial Services position peaked at $225K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Quantum Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.