TFC Financial Management’s Discover Financial Services DFS Stock Holding History

TFC Financial Management’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	-30	Closed	-$5.14K	–	1005
2025 Q1	$5.14K	Hold	30	–	–	﹤0.01%	401
2024 Q4	$5.22K	Hold	30	–	–	﹤0.01%	407
2024 Q3	$4.22K	Hold	30	–	–	﹤0.01%	436
2024 Q2	$3.94K	Buy	30 +12	+67%	+$1.5K	﹤0.01%	413
2024 Q1	$2.37K	Hold	18	–	–	﹤0.01%	451
2023 Q4	$2.04K	Hold	18	–	–	﹤0.01%	453
2023 Q3	$1.57K	Sell	18 -6	-25%	-$596	﹤0.01%	489
2023 Q2	$2.82K	Hold	24	–	–	﹤0.01%	414
2023 Q1	$2.38K	Buy	24 +6	+33%	+$642	﹤0.01%	447
2022 Q4	$1.77K	Hold	18	–	–	﹤0.01%	411
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	397
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	395
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	410
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	459
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	447
2021 Q2	$2K	Sell	18 -160	-90%	-$18.1K	﹤0.01%	439
2021 Q1	$17K	Hold	178	–	–	0.01%	270
2020 Q4	$16K	Hold	178	–	–	0.01%	272
2020 Q3	$10K	Buy	+178	New	+$9.32K	﹤0.01%	296

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

TFC Financial Management's DFS Position: Q2 2025 in Review

TFC Financial Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 30 shares — an estimated $5.14K sold.

TFC Financial Management first reported a position in DFS in Q3 2020 and held it in 19 quarters. The position peaked at $17K in Q1 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

TFC Financial Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
TFC Financial Management sold 30 Discover Financial Services shares in Q2 2025, an estimated $5.14K.
TFC Financial Management first reported a position in Discover Financial Services in Q3 2020 and held it in 19 quarters.
TFC Financial Management's Discover Financial Services position peaked at $17K in Q1 2021.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.