SCA
DFS

Snowden Capital Advisors’s Discover Financial Services DFS Stock Holding History

Snowden Capital 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
-3,201
Closed -$546K – 1218
2025
Q1 		$546K Sell
3,201
-689
-18% -$126K 0.02% 701
2024
Q4 		$674K Buy
3,890
+45
+1% +$7.38K 0.02% 647
2024
Q3 		$539K Buy
3,845
+2,231
+138% +$300K 0.02% 740
2024
Q2 		$211K Sell
1,614
-269
-14% -$33.5K 0.01% 1123
2024
Q1 		$247K Buy
1,883
+68
+4% +$7.79K 0.01% 1046
2023
Q4 		$204K Buy
+1,815
New +$168K 0.01% 1073
2023
Q3 		– Sell
-2,386
Closed -$279K – 1079
2023
Q2 		$279K Buy
2,386
+222
+10% +$23.3K 0.01% 980
2023
Q1 		$214K Buy
2,164
+82
+4% +$8.78K 0.01% 1058
2022
Q4 		$204K Buy
+2,082
New +$210K 0.01% 1065
2022
Q2 		– Sell
-1,884
Closed -$207K – 1132
2022
Q1 		$207K Buy
1,884
+1,232
+189% +$145K 0.01% 966
2021
Q4 		$75K Sell
652
-987
-60% -$117K ﹤0.01% 923
2021
Q3 		$201K Sell
1,639
-168
-9% -$21.1K 0.01% 835
2021
Q2 		$214K Buy
+1,807
New +$204K 0.01% 824
2018
Q1 		– Sell
-2,601
Closed -$200K – 381
2017
Q4 		$200K Buy
+2,601
New +$179K 0.03% 390
2017
Q1 		– Sell
-4,122
Closed -$297K – 342
2016
Q4 		$297K Buy
+4,122
New +$262K 0.07% 255

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

Snowden Capital Advisors's DFS Position: Q2 2025 in Review

Snowden Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,201 shares — an estimated $546K sold.

Snowden Capital Advisors first reported a position in DFS in Q4 2016 and held it in 15 quarters. The position peaked at $674K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Snowden Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 3,201 Discover Financial Services shares in Q2 2025, an estimated $546K.
  • Snowden Capital Advisors first reported a position in Discover Financial Services in Q4 2016 and held it in 15 quarters.
  • Snowden Capital Advisors's Discover Financial Services position peaked at $674K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Snowden Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.