RSA
DFS

River Street Advisors’s Discover Financial Services DFS Stock Holding History

River Street 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
-9,148
Closed -$1.56M – 166
2025
Q1 		$1.56M Sell
9,148
-138
-1% -$25.2K 0.77% 35
2024
Q4 		$1.61M Sell
9,286
-395
-4% -$64.8K 0.82% 32
2024
Q3 		$1.36M Buy
9,681
+132
+1% +$17.8K 0.74% 37
2024
Q2 		$1.25M Sell
9,549
-383
-4% -$47.7K 0.77% 36
2024
Q1 		$1.3M Buy
9,932
+137
+1% +$15.7K 0.88% 35
2023
Q4 		$1.1M Buy
9,795
+301
+3% +$27.8K 0.88% 36
2023
Q3 		$822K Buy
9,494
+410
+5% +$40.7K 0.78% 42
2023
Q2 		$1.06M Sell
9,084
-324
-3% -$33.9K 1.01% 28
2023
Q1 		$930K Buy
9,408
+110
+1% +$11.8K 0.91% 34
2022
Q4 		$910K Buy
+9,298
New +$936K 0.97% 33

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

River Street Advisors's DFS Position: Q2 2025 in Review

River Street Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,148 shares — an estimated $1.56M sold.

River Street Advisors first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $1.61M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • River Street Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • River Street Advisors sold 9,148 Discover Financial Services shares in Q2 2025, an estimated $1.56M.
  • River Street Advisors first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • River Street Advisors's Discover Financial Services position peaked at $1.61M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on River Street Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.