CAMG
DFS

CWA Asset Management Group’s Discover Financial Services DFS Stock Holding History

CWA Asset Management Group’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
-25,042
Closed -$4.27M – 651
2025
Q1 		$4.27M Buy
25,042
+4,887
+24% +$894K 0.2% 111
2024
Q4 		$3.49M Buy
20,155
+2,017
+11% +$331K 0.18% 114
2024
Q3 		$2.54M Buy
+18,138
New +$2.44M 0.14% 137
2024
Q1 		$1.53M Buy
11,680
+7,754
+198% +$889K 0.09% 166
2023
Q4 		$441K Buy
+3,926
New +$363K 0.03% 266
2023
Q3 		– Sell
-4,528
Closed -$529K – 363
2023
Q2 		$529K Buy
4,528
+351
+8% +$36.8K 0.04% 212
2023
Q1 		$413K Buy
4,177
+432
+12% +$46.2K 0.03% 222
2022
Q4 		$366K Buy
3,745
+720
+24% +$72.5K 0.03% 227
2022
Q3 		$275K Buy
+3,025
New +$306K 0.03% 243

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

CWA Asset Management Group's DFS Position: Q2 2025 in Review

CWA Asset Management Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 25,042 shares — an estimated $4.27M sold.

CWA Asset Management Group first reported a position in DFS in Q3 2022 and held it in 9 quarters. The position peaked at $4.27M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • CWA Asset Management Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 25,042 Discover Financial Services shares in Q2 2025, an estimated $4.27M.
  • CWA Asset Management Group first reported a position in Discover Financial Services in Q3 2022 and held it in 9 quarters.
  • CWA Asset Management Group's Discover Financial Services position peaked at $4.27M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on CWA Asset Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.