SWA
DFS

SOA Wealth Advisors’s Discover Financial Services DFS Stock Holding History

SOA Wealth 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
-233
Closed -$39.8K – 896
2025
Q1 		$39.8K Hold
233
– – 0.01% 374
2024
Q4 		$40.3K Buy
233
+1
+0.4% +$164 0.01% 358
2024
Q3 		$32.6K Buy
232
+1
+0.4% +$135 0.01% 380
2024
Q2 		$30.3K Sell
231
-3
-1% -$374 0.01% 379
2024
Q1 		$30.6K Buy
234
+1
+0.4% +$115 0.01% 372
2023
Q4 		$26.2K Buy
233
+1
+0.4% +$92 0.01% 386
2023
Q3 		$20.1K Buy
232
+1
+0.4% +$99 0.01% 419
2023
Q2 		$26.9K Buy
231
+1
+0.4% +$105 0.01% 379
2023
Q1 		$22.7K Buy
230
+1
+0.4% +$107 0.01% 406
2022
Q4 		$22.4K Sell
229
-2
-0.9% -$201 0.01% 386
2022
Q3 		$21K Sell
231
-5
-2% -$506 0.01% 376
2022
Q2 		$22K Sell
236
-291
-55% -$31.1K 0.01% 363
2022
Q1 		$58K Buy
527
+1
+0.2% +$118 0.01% 287
2021
Q4 		$61K Hold
526
– – 0.01% 273
2021
Q3 		$64K Sell
526
-1
-0.2% -$125 0.02% 278
2021
Q2 		$62K Buy
527
+175
+50% +$19.8K 0.02% 280
2021
Q1 		$33K Buy
352
+27
+8% +$2.55K 0.01% 321
2020
Q4 		$30K Buy
+325
New +$24.2K 0.01% 332

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

SOA Wealth Advisors's DFS Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 233 shares — an estimated $39.8K sold.

SOA Wealth Advisors first reported a position in DFS in Q4 2020 and held it in 18 quarters. The position peaked at $64K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 233 Discover Financial Services shares in Q2 2025, an estimated $39.8K.
  • SOA Wealth Advisors first reported a position in Discover Financial Services in Q4 2020 and held it in 18 quarters.
  • SOA Wealth Advisors's Discover Financial Services position peaked at $64K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.