DWP
DFS

Daymark Wealth Partners’s Discover Financial Services DFS Stock Holding History

Daymark Wealth Partners’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
-1,217
Closed -$208K – 565
2025
Q1 		$208K Buy
1,217
+47
+4% +$8.6K 0.01% 484
2024
Q4 		$203K Buy
+1,170
New +$192K 0.01% 481
2023
Q3 		– Sell
-1,756
Closed -$205K – 391
2023
Q2 		$205K Buy
+1,756
New +$184K 0.02% 355

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

Daymark Wealth Partners's DFS Position: Q2 2025 in Review

Daymark Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,217 shares — an estimated $208K sold.

Daymark Wealth Partners first reported a position in DFS in Q2 2023 and held it in 3 quarters. The position peaked at $208K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Daymark Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 1,217 Discover Financial Services shares in Q2 2025, an estimated $208K.
  • Daymark Wealth Partners first reported a position in Discover Financial Services in Q2 2023 and held it in 3 quarters.
  • Daymark Wealth Partners's Discover Financial Services position peaked at $208K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Daymark Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.