SFA
DFS

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

Souders 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
-1,298
Closed -$222K – 204
2025
Q1 		$222K Buy
+1,298
New +$237K 0.03% 173
2021
Q4 		– Sell
-1,661
Closed -$204K – 137
2021
Q3 		$204K Buy
+1,661
New +$208K 0.07% 131

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

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

Souders Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,298 shares — an estimated $222K sold.

Souders Financial Advisors first reported a position in DFS in Q3 2021 and held it in 2 quarters. The position peaked at $222K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Souders Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Souders Financial Advisors sold 1,298 Discover Financial Services shares in Q2 2025, an estimated $222K.
  • Souders Financial Advisors first reported a position in Discover Financial Services in Q3 2021 and held it in 2 quarters.
  • Souders Financial Advisors's Discover Financial Services position peaked at $222K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Souders Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.