RGF
DFS

Retirement Guys Formula’s Discover Financial Services DFS Stock Holding History

Retirement Guys Formula’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
-1,400
Closed -$239K – 149
2025
Q1 		$239K Buy
1,400
+6
+0.4% +$1.1K 0.12% 118
2024
Q4 		$241K Buy
+1,394
New +$229K 0.12% 115

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

Retirement Guys Formula's DFS Position: Q2 2025 in Review

Retirement Guys Formula sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,400 shares — an estimated $239K sold.

Retirement Guys Formula first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $241K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Retirement Guys Formula reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 1,400 Discover Financial Services shares in Q2 2025, an estimated $239K.
  • Retirement Guys Formula first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Retirement Guys Formula's Discover Financial Services position peaked at $241K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Retirement Guys Formula's 13F filing for Q2 2025, filed 15 Jul 2025.