RZH
DFS

Relyea Zuckerberg Hanson’s Discover Financial Services DFS Stock Holding History

Relyea Zuckerberg Hanson’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
-1,836
Closed -$313K – 264
2025
Q1 		$313K Sell
1,836
-216
-11% -$39.5K 0.04% 200
2024
Q4 		$355K Buy
2,052
+15
+0.7% +$2.46K 0.05% 184
2024
Q3 		$286K Buy
2,037
+78
+4% +$10.5K 0.04% 203
2024
Q2 		$256K Buy
1,959
+30
+2% +$3.74K 0.04% 205
2024
Q1 		$253K Sell
1,929
-222
-10% -$25.4K 0.04% 200
2023
Q4 		$242K Sell
2,151
-323
-13% -$29.9K 0.05% 190
2023
Q3 		$214K Sell
2,474
-189
-7% -$18.8K 0.05% 180
2023
Q2 		$311K Buy
2,663
+18
+0.7% +$1.89K 0.07% 147
2023
Q1 		$261K Sell
2,645
-3
-0.1% -$321 0.06% 158
2022
Q4 		$259K Buy
2,648
+72
+3% +$7.25K 0.07% 144
2022
Q3 		$234K Sell
2,576
-108
-4% -$10.9K 0.08% 129
2022
Q2 		$254K Sell
2,684
-186
-6% -$19.9K 0.09% 126
2022
Q1 		$323K Sell
2,870
-67
-2% -$7.87K 0.11% 124
2021
Q4 		$336K Buy
2,937
+30
+1% +$3.55K 0.12% 117
2021
Q3 		$357K Buy
2,907
+569
+24% +$71.3K 0.14% 106
2021
Q2 		$277K Buy
2,338
+44
+2% +$4.97K 0.11% 108
2021
Q1 		$247K Buy
2,294
+41
+2% +$3.87K 0.11% 113
2020
Q4 		$204K Buy
+2,253
New +$168K 0.11% 116
2020
Q1 		– Sell
-2,532
Closed -$215K – 108
2019
Q4 		$215K Buy
+2,532
New +$209K 0.21% 101

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

Relyea Zuckerberg Hanson's DFS Position: Q2 2025 in Review

Relyea Zuckerberg Hanson sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,836 shares — an estimated $313K sold.

Relyea Zuckerberg Hanson first reported a position in DFS in Q4 2019 and held it in 19 quarters. The position peaked at $357K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Relyea Zuckerberg Hanson reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 1,836 Discover Financial Services shares in Q2 2025, an estimated $313K.
  • Relyea Zuckerberg Hanson first reported a position in Discover Financial Services in Q4 2019 and held it in 19 quarters.
  • Relyea Zuckerberg Hanson's Discover Financial Services position peaked at $357K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2025, filed 22 Jul 2025.