RWA
DFS

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

River Wealth 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
-3,900
Closed -$666K – 203
2025
Q1 		$666K Sell
3,900
-16
-0.4% -$2.93K 0.09% 129
2024
Q4 		$678K Sell
3,916
-80
-2% -$13.1K 0.09% 134
2024
Q3 		$561K Buy
3,996
+38
+1% +$5.11K 0.07% 144
2024
Q2 		$518K Sell
3,958
-525
-12% -$65.4K 0.07% 141
2024
Q1 		$588K Sell
4,483
-215
-5% -$24.6K 0.09% 134
2023
Q4 		$528K Sell
4,698
-313
-6% -$28.9K 0.08% 141
2023
Q3 		$434K Sell
5,011
-970
-16% -$96.3K 0.08% 146
2023
Q2 		$699K Hold
5,981
– – 0.12% 134
2023
Q1 		$591K Sell
5,981
-150
-2% -$16.1K 0.11% 137
2022
Q4 		$600K Hold
6,131
– – 0.12% 135
2022
Q3 		$557K Hold
6,131
– – 0.12% 132
2022
Q2 		$580K Sell
6,131
-100
-2% -$10.7K 0.11% 137
2022
Q1 		$687K Sell
6,231
-61
-1% -$7.17K 0.11% 132
2021
Q4 		$727K Buy
6,292
+230
+4% +$27.2K 0.11% 131
2021
Q3 		$745K Sell
6,062
-174
-3% -$21.8K 0.13% 126
2021
Q2 		$738K Buy
6,236
+92
+1% +$10.4K 0.13% 126
2021
Q1 		$584K Buy
6,144
+695
+13% +$65.5K 0.11% 138
2020
Q4 		$493K Buy
5,449
+148
+3% +$11K 0.11% 140
2020
Q3 		$306K Buy
5,301
+1,043
+24% +$54.6K 0.08% 162
2020
Q2 		$213K Buy
+4,258
New +$187K 0.06% 174
2019
Q1 		– Sell
-973
Closed -$57K – 224
2018
Q4 		$57K Hold
973
– – 0.03% 228
2018
Q3 		$74K Hold
973
– – 0.03% 235
2018
Q2 		$69K Buy
+973
New +$71.4K 0.03% 240

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 Wealth Advisors's DFS Position: Q2 2025 in Review

River Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,900 shares — an estimated $666K sold.

River Wealth Advisors first reported a position in DFS in Q2 2018 and held it in 23 quarters. The position peaked at $745K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • River Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • River Wealth Advisors sold 3,900 Discover Financial Services shares in Q2 2025, an estimated $666K.
  • River Wealth Advisors first reported a position in Discover Financial Services in Q2 2018 and held it in 23 quarters.
  • River Wealth Advisors's Discover Financial Services position peaked at $745K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on River Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.