VFA
DFS

Valeo Financial Advisors’s Discover Financial Services DFS Stock Holding History

Valeo 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
-2,610
Closed -$446K – 791
2025
Q1 		$446K Buy
2,610
+112
+4% +$20.5K 0.01% 440
2024
Q4 		$433K Sell
2,498
-153
-6% -$25.1K 0.01% 446
2024
Q3 		$372K Buy
2,651
+16
+0.6% +$2.15K 0.01% 479
2024
Q2 		$345K Buy
2,635
+126
+5% +$15.7K 0.01% 479
2024
Q1 		$324K Sell
2,509
-144
-5% -$16.5K 0.01% 478
2023
Q4 		$298K Buy
+2,653
New +$245K 0.01% 489
2023
Q2 		– Sell
-2,097
Closed -$207K – 625
2023
Q1 		$207K Buy
+2,097
New +$224K 0.01% 544
2022
Q2 		– Sell
-25,980
Closed -$213K – 548
2022
Q1 		$213K Buy
+25,980
New +$3.05M 0.01% 533
2021
Q2 		– Sell
-455
Closed -$43K – 824
2021
Q1 		$43K Buy
455
+12
+3% +$1.13K ﹤0.01% 922
2020
Q4 		$40K Buy
443
+55
+14% +$4.1K ﹤0.01% 850
2020
Q3 		$22K Sell
388
-301
-44% -$15.8K ﹤0.01% 896
2020
Q2 		$35K Sell
689
-1,024
-60% -$45K ﹤0.01% 852
2020
Q1 		$67K Buy
1,713
+269
+19% +$17.8K 0.01% 519
2019
Q4 		$122K Hold
1,444
– – 0.01% 419
2019
Q3 		$117K Sell
1,444
-194
-12% -$16K 0.01% 400
2019
Q2 		$127K Hold
1,638
– – 0.01% 380
2019
Q1 		$117K Buy
1,638
+2
+0.1% +$137 0.01% 382
2018
Q4 		$96K Sell
1,636
-11
-0.7% -$759 0.01% 386
2018
Q3 		$115K Buy
1,647
+194
+13% +$14.6K 0.02% 373
2018
Q2 		$108K Hold
1,453
– – 0.02% 387
2018
Q1 		$105K Buy
1,453
+2
+0.1% +$154 0.02% 358
2017
Q4 		$112K Buy
1,451
+127
+10% +$8.74K 0.02% 324
2017
Q3 		$85K Buy
+1,324
New +$80.3K 0.02% 317

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

Valeo Financial Advisors's DFS Position: Q2 2025 in Review

Valeo Financial Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,610 shares — an estimated $446K sold.

Valeo Financial Advisors first reported a position in DFS in Q3 2017 and held it in 23 quarters. The position peaked at $446K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Valeo Financial Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,610 Discover Financial Services shares in Q2 2025, an estimated $446K.
  • Valeo Financial Advisors first reported a position in Discover Financial Services in Q3 2017 and held it in 23 quarters.
  • Valeo Financial Advisors's Discover Financial Services position peaked at $446K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Valeo Financial Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.