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
2020
Q3 		– Sell
-200
Closed -$10K – 1721
2020
Q2 		$10K Sell
200
-400
-67% -$17.6K ﹤0.01% 1276
2020
Q1 		$23K Buy
+600
New +$39.7K ﹤0.01% 855

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

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.