AWM
DFS

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

Apollon 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
-4,089
Closed -$698K – 1281
2025
Q1 		$698K Buy
4,089
+492
+14% +$90K 0.02% 614
2024
Q4 		$623K Sell
3,597
-582
-14% -$95.5K 0.01% 669
2024
Q3 		$586K Buy
4,179
+513
+14% +$69K 0.02% 648
2024
Q2 		$480K Buy
3,666
+45
+1% +$5.61K 0.01% 695
2024
Q1 		$475K Buy
3,621
+174
+5% +$19.9K 0.01% 716
2023
Q4 		$387K Buy
+3,447
New +$319K 0.01% 742
2023
Q3 		– Sell
-2,285
Closed -$267K – 918
2023
Q2 		$267K Sell
2,285
-432
-16% -$45.3K 0.01% 771
2023
Q1 		$269K Buy
2,717
+154
+6% +$16.5K 0.02% 711
2022
Q4 		$251K Sell
2,563
-177
-6% -$17.8K 0.02% 716
2022
Q3 		$249K Sell
2,740
-92
-3% -$9.31K 0.02% 663
2022
Q2 		$268K Sell
2,832
-3
-0.1% -$321 0.02% 597
2022
Q1 		$312K Sell
2,835
-1,030
-27% -$121K 0.02% 582
2021
Q4 		$447K Buy
3,865
+1,203
+45% +$142K 0.03% 486
2021
Q3 		$327K Buy
+2,662
New +$334K 0.04% 335
2020
Q3 		– Sell
-419
Closed -$21K – 282
2020
Q2 		$21K Buy
+419
New +$18.4K 0.01% 363

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

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

Apollon Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,089 shares — an estimated $698K sold.

Apollon Wealth Management first reported a position in DFS in Q2 2020 and held it in 15 quarters. The position peaked at $698K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Apollon Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 4,089 Discover Financial Services shares in Q2 2025, an estimated $698K.
  • Apollon Wealth Management first reported a position in Discover Financial Services in Q2 2020 and held it in 15 quarters.
  • Apollon Wealth Management's Discover Financial Services position peaked at $698K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.