DPW
DFS

DiNuzzo Private Wealth’s Discover Financial Services DFS Stock Holding History

DiNuzzo Private Wealth’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
-190
Closed -$32.4K – 1373
2025
Q1 		$32.4K Buy
190
+2
+1% +$366 ﹤0.01% 141
2024
Q4 		$32.6K Hold
188
– – ﹤0.01% 138
2024
Q3 		$26.4K Buy
188
+157
+506% +$21.1K ﹤0.01% 169
2024
Q2 		$4.06K Buy
31
+3
+11% +$374 ﹤0.01% 324
2024
Q1 		$3.67K Hold
28
– – ﹤0.01% 305
2023
Q4 		$3.15K Buy
+28
New +$2.59K ﹤0.01% 320

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

DiNuzzo Private Wealth's DFS Position: Q2 2025 in Review

DiNuzzo Private Wealth sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 190 shares — an estimated $32.4K sold.

DiNuzzo Private Wealth first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $32.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • DiNuzzo Private Wealth reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 190 Discover Financial Services shares in Q2 2025, an estimated $32.4K.
  • DiNuzzo Private Wealth first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • DiNuzzo Private Wealth's Discover Financial Services position peaked at $32.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.