Stephens Consulting’s Discover Financial Services DFS Stock Holding History

Stephens Consulting’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	-350	Closed	-$59.7K	–	1412
2025 Q1	$59.7K	Hold	350	–	–	0.02%	174
2024 Q4	$60.6K	Hold	350	–	–	0.02%	174
2024 Q3	$49.1K	Hold	350	–	–	0.01%	189
2024 Q2	$45.8K	Hold	350	–	–	0.01%	190
2024 Q1	$45.9K	Hold	350	–	–	0.01%	185
2023 Q4	$39.3K	Hold	350	–	–	0.01%	197
2023 Q3	$30.3K	Hold	350	–	–	0.01%	217
2023 Q2	$40.9K	Hold	350	–	–	0.02%	186
2023 Q1	$34.6K	Hold	350	–	–	0.02%	204
2022 Q4	$34.2K	Hold	350	–	–	0.02%	198
2022 Q3	$31.8K	Hold	350	–	–	0.03%	210
2022 Q2	$33.1K	Hold	350	–	–	0.03%	207
2022 Q1	$38.6K	Sell	350 -52	-13%	-$6.11K	0.03%	214
2021 Q4	$46.5K	Buy	+402	New	+$47.6K	0.04%	205

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Stephens Consulting's DFS Position: Q2 2025 in Review

Stephens Consulting sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 350 shares — an estimated $59.7K sold.

Stephens Consulting first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $60.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Stephens Consulting reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 350 Discover Financial Services shares in Q2 2025, an estimated $59.7K.
Stephens Consulting first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
Stephens Consulting's Discover Financial Services position peaked at $60.6K in Q4 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.