Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Discover Financial Services DFS Stock Holding History

Carson Wealth (CWM LLC)’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
-11,233
Closed -$1.92M – 5149
2025
Q1 		$1.92M Buy
11,233
+1,228
+12% +$225K 0.01% 846
2024
Q4 		$1.73M Buy
10,005
+164
+2% +$26.9K 0.01% 838
2024
Q3 		$1.38M Buy
9,841
+90
+0.9% +$12.1K 0.01% 858
2024
Q2 		$1.28M Buy
9,751
+340
+4% +$42.4K 0.01% 790
2024
Q1 		$1.23M Sell
9,411
-128
-1% -$14.7K 0.01% 778
2023
Q4 		$1.07M Sell
9,539
-70
-0.7% -$6.47K 0.01% 777
2023
Q3 		$832K Buy
9,609
+474
+5% +$47.1K 0.01% 816
2023
Q2 		$1.07M Buy
9,135
+288
+3% +$30.2K 0.01% 697
2023
Q1 		$874K Buy
8,847
+339
+4% +$36.3K 0.01% 698
2022
Q4 		$832K Buy
8,508
+333
+4% +$33.5K 0.01% 664
2022
Q3 		$743K Buy
8,175
+627
+8% +$63.5K 0.01% 633
2022
Q2 		$714K Buy
7,548
+543
+8% +$58.1K 0.01% 652
2022
Q1 		$772K Buy
7,005
+661
+10% +$77.7K 0.01% 623
2021
Q4 		$733K Buy
+6,344
New +$750K 0.01% 634
2021
Q2 		$692K Hold
5,849
– – 0.01% 624
2021
Q1 		$692K Hold
5,849
– – 0.01% 624
2020
Q4 		$692K Hold
5,849
– – 0.01% 624
2020
Q3 		$692K Hold
5,849
– – 0.01% 624
2020
Q2 		$692K Hold
5,849
– – 0.01% 624
2020
Q1 		$692K Hold
5,849
– – 0.01% 624
2019
Q4 		$692K Hold
5,849
– – 0.01% 624
2019
Q3 		$692K Hold
5,849
– – 0.01% 624
2019
Q2 		$692K Hold
5,849
– – 0.01% 624
2019
Q1 		$692K Buy
5,849
+5,624
+2,500% +$385K 0.01% 624
2018
Q4 		$13K Buy
225
+55
+32% +$3.8K ﹤0.01% 1247
2018
Q3 		$13K Buy
170
+15
+10% +$1.13K ﹤0.01% 1077
2018
Q2 		$11K Buy
155
+96
+163% +$7.04K ﹤0.01% 972
2018
Q1 		$4K Buy
59
+13
+28% +$1K ﹤0.01% 1039
2017
Q4 		$4K Hold
46
– – ﹤0.01% 1127
2017
Q3 		$3K Sell
46
-31
-40% -$1.88K ﹤0.01% 1194
2017
Q2 		$5K Sell
77
-841
-92% -$52.1K ﹤0.01% 878
2017
Q1 		$63K Sell
918
-13,601
-94% -$955K ﹤0.01% 416
2016
Q4 		$1.05M Buy
14,519
+14,285
+6,105% +$908K 0.06% 178
2016
Q3 		$13K Hold
234
– – ﹤0.01% 632
2016
Q2 		$13K Hold
234
– – ﹤0.01% 523
2016
Q1 		$12K Hold
234
– – ﹤0.01% 496
2015
Q4 		$13K Hold
234
– – ﹤0.01% 435
2015
Q3 		$12K Buy
+234
New +$12.8K ﹤0.01% 431
2014
Q1 		– Sell
-512
Closed -$29K – 237
2013
Q4 		$29K Hold
512
– – ﹤0.01% 329
2013
Q3 		$26K Buy
+512
New +$25.6K 0.01% 240

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DFS Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 11,233 shares — an estimated $1.92M sold.

Carson Wealth (CWM LLC) first reported a position in DFS in Q3 2013 and held it in 40 quarters. The position peaked at $1.92M in Q1 2025. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11,233 Discover Financial Services shares in Q2 2025, an estimated $1.92M.
  • Carson Wealth (CWM LLC) first reported a position in Discover Financial Services in Q3 2013 and held it in 40 quarters.
  • Carson Wealth (CWM LLC)'s Discover Financial Services position peaked at $1.92M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.