SAG
DFS

SageView Advisory Group’s Discover Financial Services DFS Stock Holding History

SageView Advisory Group’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
-1,221
Closed -$208K – 620
2025
Q1 		$208K Sell
1,221
-303
-20% -$55.4K 0.01% 571
2024
Q4 		$264K Buy
1,524
+45
+3% +$7.38K 0.01% 494
2024
Q3 		$208K Sell
1,479
-144
-9% -$19.4K 0.01% 489
2024
Q2 		$212K Buy
+1,623
New +$202K 0.01% 527
2024
Q1 		– Sell
-2,305
Closed -$250K – 563
2023
Q4 		$250K Buy
+2,305
New +$213K 0.01% 563

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

SageView Advisory Group's DFS Position: Q2 2025 in Review

SageView Advisory Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,221 shares — an estimated $208K sold.

SageView Advisory Group first reported a position in DFS in Q4 2023 and held it in 5 quarters. The position peaked at $264K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • SageView Advisory Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • SageView Advisory Group sold 1,221 Discover Financial Services shares in Q2 2025, an estimated $208K.
  • SageView Advisory Group first reported a position in Discover Financial Services in Q4 2023 and held it in 5 quarters.
  • SageView Advisory Group's Discover Financial Services position peaked at $264K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on SageView Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.