EBWM
DFS

Eagle Bluffs Wealth Management’s Discover Financial Services DFS Stock Holding History

Eagle Bluffs 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
Q2 		– Sell
-13,184
Closed -$2.25M – 75
2025
Q1 		$2.25M Buy
13,184
+152
+1% +$27.8K 1.19% 29
2024
Q4 		$2.26M Sell
13,032
-1,469
-10% -$241K 1.21% 25
2024
Q3 		$2.03M Buy
14,501
+67
+0.5% +$9.01K 1.1% 28
2024
Q2 		$1.89M Buy
14,434
+52
+0.4% +$6.48K 1.1% 27
2024
Q1 		$1.89M Buy
14,382
+108
+0.8% +$12.4K 1.17% 28
2023
Q4 		$1.6M Buy
14,274
+286
+2% +$26.4K 1.09% 28
2023
Q3 		$1.21M Buy
13,988
+1,641
+13% +$163K 0.93% 33
2023
Q2 		$1.44M Buy
12,347
+362
+3% +$37.9K 1.11% 29
2023
Q1 		$1.18M Buy
11,985
+2,248
+23% +$241K 0.97% 33
2022
Q4 		$953K Buy
9,737
+58
+0.6% +$5.84K 1% 33
2022
Q3 		$880K Buy
9,679
+666
+7% +$67.4K 1.02% 33
2022
Q2 		$852K Buy
9,013
+2,159
+31% +$231K 0.92% 33
2022
Q1 		$755K Buy
6,854
+972
+17% +$114K 0.73% 37
2021
Q4 		$680K Buy
+5,882
New +$696K 0.71% 37

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

Eagle Bluffs Wealth Management's DFS Position: Q2 2025 in Review

Eagle Bluffs Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 13,184 shares — an estimated $2.25M sold.

Eagle Bluffs Wealth Management first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $2.26M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Eagle Bluffs Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Eagle Bluffs Wealth Management sold 13,184 Discover Financial Services shares in Q2 2025, an estimated $2.25M.
  • Eagle Bluffs Wealth Management first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Eagle Bluffs Wealth Management's Discover Financial Services position peaked at $2.26M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.