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DFS

Riggs Asset Management’s Discover Financial Services DFS Stock Holding History

Riggs Asset Management’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
-108
Closed -$18.4K – 930
2025
Q1 		$18.4K Hold
108
– – 0.01% 222
2024
Q4 		$18.6K Hold
108
– – 0.01% 214
2024
Q3 		$15.2K Hold
108
– – ﹤0.01% 232
2024
Q2 		$14.1K Sell
108
-3
-3% -$374 ﹤0.01% 230
2024
Q1 		$14.6K Hold
111
– – ﹤0.01% 216
2023
Q4 		$12.5K Hold
111
– – ﹤0.01% 227
2023
Q3 		$9.62K Hold
111
– – ﹤0.01% 248
2023
Q2 		$13K Hold
111
– – ﹤0.01% 225
2023
Q1 		$11K Hold
111
– – ﹤0.01% 219
2022
Q4 		$10.9K Hold
111
– – ﹤0.01% 205
2022
Q3 		$10K Hold
111
– – ﹤0.01% 212
2022
Q2 		$10K Hold
111
– – ﹤0.01% 202
2022
Q1 		$12K Sell
111
-100
-47% -$11.8K ﹤0.01% 221
2021
Q4 		$24K Hold
211
– – 0.01% 200
2021
Q3 		$26K Hold
211
– – 0.01% 181
2021
Q2 		$25K Hold
211
– – 0.01% 188
2021
Q1 		$20K Hold
211
– – 0.01% 190
2020
Q4 		$19K Sell
211
-10,489
-98% -$783K 0.01% 177
2020
Q3 		$14K Buy
10,700
+10,600
+10,600% +$555K 0.01% 128
2020
Q2 		$5K Buy
+100
New +$4.4K ﹤0.01% 199

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

Riggs Asset Management's DFS Position: Q2 2025 in Review

Riggs Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 108 shares — an estimated $18.4K sold.

Riggs Asset Management first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $26K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Riggs Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Riggs Asset Management sold 108 Discover Financial Services shares in Q2 2025, an estimated $18.4K.
  • Riggs Asset Management first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • Riggs Asset Management's Discover Financial Services position peaked at $26K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Riggs Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.