4WM
DFS

44 Wealth Management’s Discover Financial Services DFS Stock Holding History

44 Wealth Management’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
-1,722
Closed -$294K – 193
2025
Q1 		$294K Buy
1,722
+76
+5% +$13.9K 0.11% 166
2024
Q4 		$285K Sell
1,646
-110
-6% -$18.1K 0.11% 169
2024
Q3 		$255K Buy
+1,756
New +$236K 0.09% 182
2022
Q1 		– Sell
-1,940
Closed -$224K – 172
2021
Q4 		$224K Sell
1,940
-10
-0.5% -$1.18K 0.08% 171
2021
Q3 		$240K Sell
1,950
-84
-4% -$10.5K 0.09% 150
2021
Q2 		$241K Buy
+2,034
New +$230K 0.09% 155

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

44 Wealth Management's DFS Position: Q2 2025 in Review

44 Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,722 shares — an estimated $294K sold.

44 Wealth Management first reported a position in DFS in Q2 2021 and held it in 6 quarters. The position peaked at $294K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • 44 Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • 44 Wealth Management sold 1,722 Discover Financial Services shares in Q2 2025, an estimated $294K.
  • 44 Wealth Management first reported a position in Discover Financial Services in Q2 2021 and held it in 6 quarters.
  • 44 Wealth Management's Discover Financial Services position peaked at $294K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on 44 Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.