BWAM
DFS

Boyd Watterson Asset Management’s Discover Financial Services DFS Stock Holding History

Boyd Watterson Asset 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
-173
Closed -$29.5K – 428
2025
Q1 		$29.5K Hold
173
– – 0.01% 225
2024
Q4 		$30K Hold
173
– – 0.01% 226
2024
Q3 		$24.3K Hold
173
– – 0.01% 245
2024
Q2 		$22.6K Hold
173
– – 0.01% 247
2024
Q1 		$22.7K Hold
173
– – 0.01% 250
2023
Q4 		$19.4K Hold
173
– – 0.01% 267
2023
Q3 		$15K Hold
173
– – 0.01% 277
2023
Q2 		$20.2K Hold
173
– – 0.01% 260
2023
Q1 		$17.1K Hold
173
– – 0.01% 275
2022
Q4 		$16.9K Buy
+173
New +$17.4K 0.01% 276

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

Boyd Watterson Asset Management's DFS Position: Q2 2025 in Review

Boyd Watterson Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 173 shares — an estimated $29.5K sold.

Boyd Watterson Asset Management first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $30K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Boyd Watterson Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 173 Discover Financial Services shares in Q2 2025, an estimated $29.5K.
  • Boyd Watterson Asset Management first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Boyd Watterson Asset Management's Discover Financial Services position peaked at $30K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.