SA
DFS

Sanctuary Advisors’s Discover Financial Services DFS Stock Holding History

Sanctuary 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
-19,758
Closed -$3.37M – 2370
2025
Q1 		$3.37M Sell
19,758
-25,396
-56% -$4.65M 0.02% 596
2024
Q4 		$9.14M Sell
45,154
-1,321
-3% -$217K 0.06% 337
2024
Q3 		$8.33M Buy
46,475
+7,585
+20% +$1.02M 0.05% 357
2024
Q2 		$4.97M Buy
+38,890
New +$4.85M 0.04% 460

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

Sanctuary Advisors's DFS Position: Q2 2025 in Review

Sanctuary Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 19,758 shares — an estimated $3.37M sold.

Sanctuary Advisors first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $9.14M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sanctuary Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 19,758 Discover Financial Services shares in Q2 2025, an estimated $3.37M.
  • Sanctuary Advisors first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Sanctuary Advisors's Discover Financial Services position peaked at $9.14M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.