AWM
DFS

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

Abound 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
-18
Closed -$3.08K – 1312
2025
Q1 		$3.08K Sell
18
-12
-40% -$2.19K ﹤0.01% 633
2024
Q4 		$5.21K Sell
30
-8
-21% -$1.31K ﹤0.01% 516
2024
Q3 		$5.34K Hold
38
– – ﹤0.01% 538
2024
Q2 		$4.98K Hold
38
– – ﹤0.01% 503
2024
Q1 		$4.99K Hold
38
– – ﹤0.01% 521
2023
Q4 		$4.28K Buy
38
+11
+41% +$1.02K ﹤0.01% 548
2023
Q3 		$2.34K Hold
27
– – ﹤0.01% 597
2023
Q2 		$3.16K Hold
27
– – ﹤0.01% 582
2023
Q1 		$2.67K Hold
27
– – ﹤0.01% 547
2022
Q4 		$2.65K Sell
27
-78
-74% -$7.85K ﹤0.01% 493
2022
Q3 		$9.55K Buy
+105
New +$10.6K 0.01% 279

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

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

Abound Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 18 shares — an estimated $3.08K sold.

Abound Wealth Management first reported a position in DFS in Q3 2022 and held it in 11 quarters. The position peaked at $9.55K in Q3 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Abound Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 18 Discover Financial Services shares in Q2 2025, an estimated $3.08K.
  • Abound Wealth Management first reported a position in Discover Financial Services in Q3 2022 and held it in 11 quarters.
  • Abound Wealth Management's Discover Financial Services position peaked at $9.55K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.