BHWM
DFS

Beaird Harris Wealth Management’s Discover Financial Services DFS Stock Holding History

Beaird Harris 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
-7
Closed -$1.2K – 627
2025
Q1 		$1.2K Hold
7
– – ﹤0.01% 478
2024
Q4 		$1.21K Hold
7
– – ﹤0.01% 474
2024
Q3 		$983 Hold
7
– – ﹤0.01% 482
2024
Q2 		$916 Hold
7
– – ﹤0.01% 600
2024
Q1 		$918 Hold
7
– – ﹤0.01% 547
2023
Q4 		$787 Buy
+7
New +$647 ﹤0.01% 540
2023
Q1 		– Sell
-8
Closed -$783 – 546
2022
Q4 		$783 Sell
8
-98
-92% -$9.86K ﹤0.01% 652
2022
Q3 		$10K Hold
106
– – ﹤0.01% 278
2022
Q2 		$10K Hold
106
– – ﹤0.01% 248
2022
Q1 		$12K Hold
106
– – ﹤0.01% 305
2021
Q4 		$12K Buy
+106
New +$12.5K ﹤0.01% 380

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

Beaird Harris Wealth Management's DFS Position: Q2 2025 in Review

Beaird Harris Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 7 shares — an estimated $1.2K sold.

Beaird Harris Wealth Management first reported a position in DFS in Q4 2021 and held it in 11 quarters. The position peaked at $12K in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Beaird Harris Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 7 Discover Financial Services shares in Q2 2025, an estimated $1.2K.
  • Beaird Harris Wealth Management first reported a position in Discover Financial Services in Q4 2021 and held it in 11 quarters.
  • Beaird Harris Wealth Management's Discover Financial Services position peaked at $12K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.