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Trifecta Capital Advisors, LLC

SEC CIK
0001962615
Latest filing
Aug 3, 2026

DFS holding history

Discover Financial Services in every 13F filed by Trifecta Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2022
Holdings of DFS by Trifecta Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,142−100.0%Sold outHolders
Q1 20251,142$194.9K<0.1%00.0%UnchangedHolders
Q4 20241,142$197.8K<0.1%00.0%UnchangedHolders
Q3 20241,142$160.2K<0.1%00.0%UnchangedHolders
Q2 20241,142$149.4K<0.1%00.0%UnchangedHolders
Q1 20241,142$149.7K<0.1%00.0%UnchangedHolders
Q4 20231,142$128.4K<0.1%00.0%UnchangedHolders
Q3 20231,142$98.9K<0.1%00.0%UnchangedHolders
Q2 20231,142$133.4K<0.1%00.0%UnchangedHolders
Q1 20231,142$112.9K<0.1%00.0%UnchangedHolders
Q4 20221,142$111.7K<0.1%–No prior filingHolders