AWE
DFS

Avidian Wealth Enterprises’s Discover Financial Services DFS Stock Holding History

Avidian Wealth Enterprises’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
-1,334
Closed -$228K – 559
2025
Q1 		$228K Buy
1,334
+70
+6% +$12.8K 0.01% 481
2024
Q4 		$219K Buy
+1,264
New +$207K 0.01% 468

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

Avidian Wealth Enterprises's DFS Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,334 shares — an estimated $228K sold.

Avidian Wealth Enterprises first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Avidian Wealth Enterprises reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,334 Discover Financial Services shares in Q2 2025, an estimated $228K.
  • Avidian Wealth Enterprises first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Discover Financial Services position peaked at $228K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.