RA
DFS

Rise Advisors’s Discover Financial Services DFS Stock Holding History

Rise 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
-550
Closed -$94K – 1574
2025
Q1 		$94K Sell
550
-13
-2% -$2.38K 0.04% 152
2024
Q4 		$97.6K Sell
563
-23
-4% -$3.77K 0.05% 142
2024
Q3 		$82.2K Sell
586
-24
-4% -$3.23K 0.04% 162
2024
Q2 		$79.8K Buy
610
+3
+0.5% +$374 0.04% 173
2024
Q1 		$79.5K Buy
607
+122
+25% +$14K 0.04% 170
2023
Q4 		$54.5K Buy
485
+4
+0.8% +$370 0.04% 156
2023
Q3 		$41.7K Buy
481
+3
+0.6% +$298 0.03% 151
2023
Q2 		$55.9K Buy
478
+3
+0.6% +$314 0.04% 138
2023
Q1 		$57K Buy
475
+2
+0.4% +$214 0.04% 144
2022
Q4 		$46.3K Buy
473
+3
+0.6% +$302 0.04% 156
2022
Q3 		$43K Buy
470
+3
+0.6% +$304 0.04% 165
2022
Q2 		$44K Buy
467
+2
+0.4% +$214 0.04% 152
2022
Q1 		$51K Buy
465
+2
+0.4% +$235 0.05% 147
2021
Q4 		$53.5K Buy
+463
New +$54.8K 0.05% 139

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 $4.82B AUM 20.19% 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

Rise Advisors's DFS Position: Q2 2025 in Review

Rise Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 550 shares — an estimated $94K sold.

Rise Advisors first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $97.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Rise Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 550 Discover Financial Services shares in Q2 2025, an estimated $94K.
  • Rise Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Rise Advisors's Discover Financial Services position peaked at $97.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.