SFC
DFS

Strategic Financial Concepts’s Discover Financial Services DFS Stock Holding History

Strategic Financial Concepts’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
-1,321
Closed -$225K – 304
2025
Q1 		$225K Sell
1,321
-300
-19% -$54.9K 0.04% 294
2024
Q4 		$281K Buy
+1,621
New +$266K 0.05% 254

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

Strategic Financial Concepts's DFS Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,321 shares — an estimated $225K sold.

Strategic Financial Concepts first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,321 Discover Financial Services shares in Q2 2025, an estimated $225K.
  • Strategic Financial Concepts first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Discover Financial Services position peaked at $281K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.