WTA
DFS

Washington Trust Advisors’s Discover Financial Services DFS Stock Holding History

Washington Trust 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
-100
Closed -$17.1K – 640
2025
Q1 		$17.1K Hold
100
– – ﹤0.01% 408
2024
Q4 		$17.3K Hold
100
– – ﹤0.01% 418
2024
Q3 		$14K Hold
100
– – ﹤0.01% 440
2024
Q2 		$13.1K Hold
100
– – ﹤0.01% 436
2024
Q1 		$13.1K Hold
100
– – ﹤0.01% 448
2023
Q4 		$11.2K Hold
100
– – ﹤0.01% 458
2023
Q3 		$8.66K Hold
100
– – ﹤0.01% 481
2023
Q2 		$11.7K Sell
100
-36
-26% -$3.77K ﹤0.01% 438
2023
Q1 		$13.4K Hold
136
– – ﹤0.01% 464
2022
Q4 		$13.3K Hold
136
– – ﹤0.01% 467
2022
Q3 		$12K Buy
136
+2
+1% +$202 ﹤0.01% 569
2022
Q2 		$12K Sell
134
-6
-4% -$642 ﹤0.01% 606
2022
Q1 		$15K Hold
140
– – ﹤0.01% 641
2021
Q4 		$17K Buy
+140
New +$16.6K ﹤0.01% 651

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

Washington Trust Advisors's DFS Position: Q2 2025 in Review

Washington Trust Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 100 shares — an estimated $17.1K sold.

Washington Trust Advisors first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $17.3K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Washington Trust Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 100 Discover Financial Services shares in Q2 2025, an estimated $17.1K.
  • Washington Trust Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Washington Trust Advisors's Discover Financial Services position peaked at $17.3K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Washington Trust Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.