Semmax Financial Advisors’s Discover Financial Services DFS Stock Holding History

Semmax Financial 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	-392	Closed	-$74.5K	–	442
2025 Q1	$74.5K	Hold	392	–	–	0.02%	151
2024 Q4	$74.5K	Hold	392	–	–	0.02%	147
2024 Q3	$69.7K	Hold	392	–	–	0.02%	138
2024 Q2	$49.6K	Hold	392	–	–	0.01%	153
2024 Q1	$48.7K	Hold	392	–	–	0.02%	147
2023 Q4	$42.5K	Hold	392	–	–	0.02%	151
2023 Q3	$32.9K	Buy	+392	New	+$38.9K	0.01%	140
2022 Q4	$41K	Hold	392	–	–	0.02%	120
2022 Q3	$40K	Hold	392	–	–	0.02%	117
2022 Q2	$42K	Hold	392	–	–	0.02%	119
2022 Q1	$43K	Hold	392	–	–	0.02%	133
2021 Q4	$45K	Hold	392	–	–	0.02%	131
2021 Q3	$48K	Hold	392	–	–	0.02%	126
2021 Q2	$46K	Hold	392	–	–	0.01%	125
2021 Q1	$37K	Hold	392	–	–	0.01%	136
2020 Q4	$35K	Hold	392	–	–	0.01%	134
2020 Q3	$23K	Sell	392 -26	-6%	-$1.36K	0.01%	133
2020 Q2	$21K	Hold	418	–	–	0.01%	136
2020 Q1	$15K	Hold	418	–	–	0.01%	142
2019 Q4	$35K	Hold	418	–	–	0.02%	127
2019 Q3	$34K	Hold	418	–	–	0.02%	128
2019 Q2	$32K	Buy	418 +180	+76%	+$13.9K	0.02%	135
2019 Q1	$17K	Hold	238	–	–	0.01%	276
2018 Q4	$14K	Buy	+238	New	+$16.4K	0.01%	295

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Semmax Financial Advisors's DFS Position: Q2 2025 in Review

Semmax Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 392 shares — an estimated $74.5K sold.

Semmax Financial Advisors first reported a position in DFS in Q4 2018 and held it in 24 quarters. The position peaked at $74.5K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Semmax Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Semmax Financial Advisors sold 392 Discover Financial Services shares in Q2 2025, an estimated $74.5K.
Semmax Financial Advisors first reported a position in Discover Financial Services in Q4 2018 and held it in 24 quarters.
Semmax Financial Advisors's Discover Financial Services position peaked at $74.5K in Q4 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.