AWM
DFS

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

Aviso 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
-1,920
Closed -$328K – 146
2025
Q1 		$328K Hold
1,920
– – 0.17% 110
2024
Q4 		$333K Hold
1,920
– – 0.17% 107
2024
Q3 		$269K Sell
1,920
-55
-3% -$7.4K 0.15% 124
2024
Q2 		$258K Hold
1,975
– – 0.15% 123
2024
Q1 		$259K Sell
1,975
-450
-19% -$51.6K 0.16% 124
2023
Q4 		$273K Buy
+2,425
New +$224K 0.2% 114

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

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

Aviso Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,920 shares — an estimated $328K sold.

Aviso Wealth Management first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $333K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Aviso Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 1,920 Discover Financial Services shares in Q2 2025, an estimated $328K.
  • Aviso Wealth Management first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Aviso Wealth Management's Discover Financial Services position peaked at $333K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Aviso Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.