SFA
DFS

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

Sequoia 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
-6,124
Closed -$1.05M – 1601
2025
Q1 		$1.05M Sell
6,124
-2,030
-25% -$371K 0.01% 604
2024
Q4 		$1.41M Buy
8,154
+1,963
+32% +$322K 0.01% 488
2024
Q3 		$869K Buy
6,191
+263
+4% +$35.4K 0.01% 585
2024
Q2 		$776K Buy
5,928
+810
+16% +$101K 0.01% 554
2024
Q1 		$671K Sell
5,118
-13,932
-73% -$1.6M 0.01% 591
2023
Q4 		$2.14M Buy
19,050
+12,969
+213% +$1.2M 0.03% 343
2023
Q3 		$527K Sell
6,081
-276
-4% -$27.4K 0.01% 507
2023
Q2 		$743K Buy
6,357
+2,138
+51% +$224K 0.01% 410
2023
Q1 		$417K Buy
4,219
+269
+7% +$28.8K 0.01% 523
2022
Q4 		$386K Buy
3,950
+626
+19% +$63K 0.01% 510
2022
Q3 		$302K Sell
3,324
-1,089
-25% -$110K 0.01% 384
2022
Q2 		$417K Buy
4,413
+41
+0.9% +$4.39K 0.01% 363
2022
Q1 		$482K Buy
4,372
+1,104
+34% +$130K 0.01% 367
2021
Q4 		$378K Buy
+3,268
New +$387K 0.01% 388
2021
Q3 		– Sell
-2,825
Closed -$334K – 306
2021
Q2 		$334K Buy
2,825
+570
+25% +$64.4K 0.01% 354
2021
Q1 		$214K Sell
2,255
-8
-0.4% -$754 0.01% 405
2020
Q4 		$205K Buy
+2,263
New +$169K 0.01% 392

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

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

Sequoia Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,124 shares — an estimated $1.05M sold.

Sequoia Financial Advisors first reported a position in DFS in Q4 2020 and held it in 17 quarters. The position peaked at $2.14M in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,124 Discover Financial Services shares in Q2 2025, an estimated $1.05M.
  • Sequoia Financial Advisors first reported a position in Discover Financial Services in Q4 2020 and held it in 17 quarters.
  • Sequoia Financial Advisors's Discover Financial Services position peaked at $2.14M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.