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 $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return