TCA
DFS

Trifecta Capital Advisors’s Discover Financial Services DFS Stock Holding History

Trifecta Capital 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
-1,142
Closed -$195K – 484
2025
Q1 		$195K Hold
1,142
– – 0.04% 78
2024
Q4 		$198K Hold
1,142
– – 0.04% 83
2024
Q3 		$160K Hold
1,142
– – 0.03% 89
2024
Q2 		$149K Hold
1,142
– – 0.03% 89
2024
Q1 		$150K Hold
1,142
– – 0.04% 87
2023
Q4 		$128K Hold
1,142
– – 0.04% 96
2023
Q3 		$98.9K Hold
1,142
– – 0.03% 102
2023
Q2 		$133K Hold
1,142
– – 0.04% 97
2023
Q1 		$113K Hold
1,142
– – 0.04% 105
2022
Q4 		$112K Buy
+1,142
New +$115K 0.04% 102

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

Trifecta Capital Advisors's DFS Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,142 shares — an estimated $195K sold.

Trifecta Capital Advisors first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $198K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1,142 Discover Financial Services shares in Q2 2025, an estimated $195K.
  • Trifecta Capital Advisors first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Trifecta Capital Advisors's Discover Financial Services position peaked at $198K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.