CWM
DFS

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

CarsonAllaria 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
-100
Closed -$17.1K – 365
2025
Q1 		$17.1K Buy
+100
New +$18.3K 0.01% 205

Other funds holding DFS

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DWM
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KIM
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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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 100 shares — an estimated $17.1K sold.

CarsonAllaria Wealth Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $17.1K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • CarsonAllaria Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 100 Discover Financial Services shares in Q2 2025, an estimated $17.1K.
  • CarsonAllaria Wealth Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Discover Financial Services position peaked at $17.1K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.