SFS
DFS

Sowell Financial Services’s Discover Financial Services DFS Stock Holding History

Sowell Financial Services’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
-6,334
Closed -$1.08M – 1051
2025
Q1 		$1.08M Buy
+6,334
New +$1.16M 0.05% 366
2023
Q2 		– Sell
-4,191
Closed -$414K – 612
2023
Q1 		$414K Buy
+4,191
New +$449K 0.03% 483
2021
Q2 		– Sell
-6,025
Closed -$709K – 1049
2021
Q1 		$709K Sell
6,025
-373
-6% -$35.2K 0.02% 518
2020
Q4 		$579K Buy
6,398
+1,416
+28% +$106K 0.02% 482
2020
Q3 		$288K Buy
4,982
+2,654
+114% +$139K 0.01% 629
2020
Q2 		$117K Buy
2,328
+439
+23% +$19.3K 0.01% 918
2020
Q1 		$67K Sell
1,889
-1,029
-35% -$68.2K 0.01% 954
2019
Q4 		$247K Sell
2,918
-135
-4% -$11.1K 0.02% 646
2019
Q3 		$248K Buy
+3,053
New +$252K 0.02% 579
2017
Q1 		– Sell
-1,251
Closed -$89K – 322
2016
Q4 		$89K Buy
+1,251
New +$79.5K 0.03% 281

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Sowell Financial Services's DFS Position: Q2 2025 in Review

Sowell Financial Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,334 shares — an estimated $1.08M sold.

Sowell Financial Services first reported a position in DFS in Q4 2016 and held it in 10 quarters. The position peaked at $1.08M in Q1 2025. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sowell Financial Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 6,334 Discover Financial Services shares in Q2 2025, an estimated $1.08M.
  • Sowell Financial Services first reported a position in Discover Financial Services in Q4 2016 and held it in 10 quarters.
  • Sowell Financial Services's Discover Financial Services position peaked at $1.08M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.