CWM
DFS

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

Congress 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
-3,768
Closed -$643K – 1187
2025
Q1 		$643K Buy
+3,768
New +$689K 0.01% 746

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
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

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

Congress Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,768 shares — an estimated $643K sold.

Congress Wealth Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $643K in Q1 2025. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Congress Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 3,768 Discover Financial Services shares in Q2 2025, an estimated $643K.
  • Congress Wealth Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's Discover Financial Services position peaked at $643K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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