AWM
DFS

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

Atticus 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
-259
Closed -$44.2K – 681
2025
Q1 		$44.2K Buy
259
+1
+0.4% +$183 0.01% 239
2024
Q4 		$44.6K Buy
258
+1
+0.4% +$164 0.01% 255
2024
Q3 		$36K Buy
+257
New +$34.6K 0.01% 275
2022
Q4 		– Sell
-66
Closed -$6K – 563
2022
Q3 		$6K Hold
66
– – ﹤0.01% 418
2022
Q2 		$6K Hold
66
– – ﹤0.01% 449
2022
Q1 		$7K Buy
+66
New +$7.75K ﹤0.01% 436
2020
Q1 		– Sell
-12
Closed -$1K – 341
2019
Q4 		$1K Buy
+12
New +$990 ﹤0.01% 313

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

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

Atticus Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 259 shares — an estimated $44.2K sold.

Atticus Wealth Management first reported a position in DFS in Q4 2019 and held it in 7 quarters. The position peaked at $44.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Atticus Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 259 Discover Financial Services shares in Q2 2025, an estimated $44.2K.
  • Atticus Wealth Management first reported a position in Discover Financial Services in Q4 2019 and held it in 7 quarters.
  • Atticus Wealth Management's Discover Financial Services position peaked at $44.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.