TLA
DFS

Tanglewood Legacy Advisors’s Discover Financial Services DFS Stock Holding History

Tanglewood Legacy 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
-200
Closed -$34.1K – 286
2025
Q1 		$34.1K Hold
200
– – 0.02% 193
2024
Q4 		$34.6K Hold
200
– – 0.01% 195
2024
Q3 		$28.1K Hold
200
– – 0.01% 191
2024
Q2 		$26.2K Hold
200
– – 0.01% 196
2024
Q1 		$26.2K Hold
200
– – 0.01% 202
2023
Q4 		$22.5K Hold
200
– – 0.01% 204
2023
Q3 		$17.3K Hold
200
– – 0.01% 222
2023
Q2 		$23.4K Hold
200
– – 0.01% 205
2023
Q1 		$19.8K Buy
+200
New +$21.4K 0.01% 207

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

Tanglewood Legacy Advisors's DFS Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 200 shares — an estimated $34.1K sold.

Tanglewood Legacy Advisors first reported a position in DFS in Q1 2023 and held it in 9 quarters. The position peaked at $34.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 200 Discover Financial Services shares in Q2 2025, an estimated $34.1K.
  • Tanglewood Legacy Advisors first reported a position in Discover Financial Services in Q1 2023 and held it in 9 quarters.
  • Tanglewood Legacy Advisors's Discover Financial Services position peaked at $34.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.