DWM
DFS

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

Dynasty 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
Q3 		– Sell
-9,628
Closed -$1.93M – 317
2025
Q2 		$1.93M Sell
9,628
-1,818
-16% -$322K 0.03% 88
2025
Q1 		$1.95M Buy
11,446
+33
+0.3% +$6.04K 0.03% 94
2024
Q4 		$1.98M Buy
11,413
+1,142
+11% +$187K 0.03% 97
2024
Q3 		$1.44M Buy
+10,271
New +$1.38M 0.04% 98
2024
Q2 		– Sell
-7,895
Closed -$1.03M – 253
2024
Q1 		$1.03M Buy
+7,895
New +$905K 0.03% 127

Other funds holding DFS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Dynasty Wealth Management's DFS Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Discover Financial Services (DFS) in Q3 2025, closing a stake of 9,628 shares — an estimated $1.93M sold.

Dynasty Wealth Management first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $1.98M in Q4 2024. 2 funds tracked by Wall St. Rank hold DFS as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Discover Financial Services position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 9,628 Discover Financial Services shares in Q3 2025, an estimated $1.93M.
  • Dynasty Wealth Management first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's Discover Financial Services position peaked at $1.98M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.