UCFA
DFS

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

United Capital Financial 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
-14,946
Closed -$2.55M – 1105
2025
Q1 		$2.55M Buy
14,946
+690
+5% +$126K 0.02% 377
2024
Q4 		$2.47M Buy
14,256
+228
+2% +$37.4K 0.02% 375
2024
Q3 		$1.97M Sell
14,028
-116
-0.8% -$15.6K 0.02% 424
2024
Q2 		$1.85M Sell
14,144
-1,413
-9% -$176K 0.02% 420
2024
Q1 		$2.04M Sell
15,557
-361
-2% -$41.4K 0.02% 422
2023
Q4 		$1.79M Buy
15,918
+8,966
+129% +$829K 0.01% 432
2023
Q3 		$602K Sell
6,952
-1,846
-21% -$183K ﹤0.01% 607
2023
Q2 		$1.03M Buy
8,798
+256
+3% +$26.8K 0.01% 542
2023
Q1 		$844K Buy
8,542
+30
+0.4% +$3.21K ﹤0.01% 623
2022
Q4 		$833K Buy
8,512
+385
+5% +$38.7K ﹤0.01% 656
2022
Q3 		$739K Sell
8,127
-566
-7% -$57.3K ﹤0.01% 674
2022
Q2 		$822K Buy
8,693
+1,771
+26% +$190K ﹤0.01% 669
2022
Q1 		$763K Sell
6,922
-1,473
-18% -$173K ﹤0.01% 729
2021
Q4 		$970K Sell
8,395
-185
-2% -$21.9K ﹤0.01% 687
2021
Q3 		$1.05M Sell
8,580
-450
-5% -$56.4K 0.01% 661
2021
Q2 		$1.07M Buy
9,030
+345
+4% +$39K 0.01% 677
2021
Q1 		$825K Sell
8,685
-600
-6% -$56.6K ﹤0.01% 715
2020
Q4 		$841K Sell
9,285
-985
-10% -$73.5K 0.01% 723
2020
Q3 		$593K Sell
10,270
-6
-0.1% -$314 ﹤0.01% 788
2020
Q2 		$515K Sell
10,276
-1,221
-11% -$53.7K ﹤0.01% 856
2020
Q1 		$410K Sell
11,497
-10,999
-49% -$729K ﹤0.01% 885
2019
Q4 		$1.91M Buy
22,496
+3,779
+20% +$312K 0.01% 615
2019
Q3 		$1.52M Sell
18,717
-4,533
-19% -$374K 0.01% 641
2019
Q2 		$1.8M Sell
23,250
-1,019
-4% -$78.9K 0.01% 651
2019
Q1 		$1.73M Buy
24,269
+1,917
+9% +$131K 0.01% 633
2018
Q4 		$1.32M Sell
22,352
-4,143
-16% -$286K 0.01% 648
2018
Q3 		$2.03M Buy
26,495
+5,888
+29% +$443K 0.01% 612
2018
Q2 		$1.45M Buy
20,607
+21
+0.1% +$1.54K 0.01% 669
2018
Q1 		$1.48M Sell
20,586
-38,633
-65% -$2.98M 0.01% 668
2017
Q4 		$4.59M Buy
59,219
+37,843
+177% +$2.6M 0.04% 423
2017
Q3 		$1.38M Sell
21,376
-27,127
-56% -$1.64M 0.01% 684
2017
Q2 		$3.02M Buy
48,503
+23,412
+93% +$1.45M 0.03% 479
2017
Q1 		$1.72M Sell
25,091
-28,820
-53% -$2.02M 0.02% 603
2016
Q4 		$3.89M Buy
53,911
+4,356
+9% +$277K 0.04% 420
2016
Q3 		$2.8M Buy
49,555
+22,508
+83% +$1.29M 0.03% 502
2016
Q2 		$1.46M Buy
27,047
+8,073
+43% +$439K 0.01% 628
2016
Q1 		$966K Sell
18,974
-1,285
-6% -$61.9K 0.01% 703
2015
Q4 		$1.09M Buy
20,259
+322
+2% +$17.9K 0.01% 671
2015
Q3 		$1.04M Buy
19,937
+12,656
+174% +$694K 0.01% 679
2015
Q2 		$420K Sell
7,281
-7,623
-51% -$447K ﹤0.01% 971
2015
Q1 		$864K Buy
14,904
+4,172
+39% +$247K 0.01% 760
2014
Q4 		$703K Buy
10,732
+193
+2% +$12.4K 0.01% 723
2014
Q3 		$679K Sell
10,539
-670
-6% -$42K 0.01% 706
2014
Q2 		$695K Buy
11,209
+1,215
+12% +$71K 0.01% 632
2014
Q1 		$582K Buy
+9,994
New +$560K 0.01% 607
2013
Q4 		– Sell
-8,406
Closed -$425K – 666
2013
Q3 		$425K Sell
8,406
-3,094
-27% -$155K 0.01% 481
2013
Q2 		$548K Buy
+11,500
New +$528K 0.01% 489

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

United Capital Financial Advisors's DFS Position: Q2 2025 in Review

United Capital Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 14,946 shares — an estimated $2.55M sold.

United Capital Financial Advisors first reported a position in DFS in Q2 2013 and held it in 47 quarters. The position peaked at $4.59M in Q4 2017. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • United Capital Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,946 Discover Financial Services shares in Q2 2025, an estimated $2.55M.
  • United Capital Financial Advisors first reported a position in Discover Financial Services in Q2 2013 and held it in 47 quarters.
  • United Capital Financial Advisors's Discover Financial Services position peaked at $4.59M in Q4 2017.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.