EWM
DFS

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

Evermay 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
-268
Closed -$45.7K – 581
2025
Q1 		$45.7K Hold
268
– – 0.01% 330
2024
Q4 		$46.4K Hold
268
– – 0.01% 328
2024
Q3 		$37.6K Hold
268
– – 0.01% 355
2024
Q2 		$35.1K Hold
268
– – 0.01% 372
2024
Q1 		$35.1K Sell
268
-3
-1% -$344 0.01% 379
2023
Q4 		$30.5K Sell
271
-522
-66% -$48.3K 0.01% 364
2023
Q3 		$68.7K Sell
793
-282
-26% -$28K 0.01% 271
2023
Q2 		$126K Hold
1,075
– – 0.02% 222
2023
Q1 		$106K Hold
1,075
– – 0.02% 233
2022
Q4 		$105K Hold
1,075
– – 0.02% 221
2022
Q3 		$98K Hold
1,075
– – 0.02% 217
2022
Q2 		$102K Hold
1,075
– – 0.02% 217
2022
Q1 		$118K Hold
1,075
– – 0.02% 240
2021
Q4 		$124K Hold
1,075
– – 0.02% 209
2021
Q3 		$132K Hold
1,075
– – 0.03% 196
2021
Q2 		$127K Buy
+1,075
New +$122K 0.02% 206
2020
Q1 		– Sell
-5,549
Closed -$471K – 140
2019
Q4 		$471K Hold
5,549
– – 0.12% 93
2019
Q3 		$450K Sell
5,549
-810
-13% -$66.9K 0.12% 84
2019
Q2 		$493K Sell
6,359
-266
-4% -$20.6K 0.14% 74
2019
Q1 		$471K Buy
6,625
+1,580
+31% +$108K 0.13% 79
2018
Q4 		$298K Sell
5,045
-3,325
-40% -$230K 0.1% 103
2018
Q3 		$640K Buy
8,370
+1,620
+24% +$122K 0.2% 55
2018
Q2 		$475K Buy
6,750
+570
+9% +$41.8K 0.16% 75
2018
Q1 		$445K Buy
6,180
+1,255
+25% +$96.9K 0.15% 76
2017
Q4 		$379K Buy
+4,925
New +$339K 0.14% 82

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

Evermay Wealth Management's DFS Position: Q2 2025 in Review

Evermay Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 268 shares — an estimated $45.7K sold.

Evermay Wealth Management first reported a position in DFS in Q4 2017 and held it in 25 quarters. The position peaked at $640K in Q3 2018. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Evermay Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 268 Discover Financial Services shares in Q2 2025, an estimated $45.7K.
  • Evermay Wealth Management first reported a position in Discover Financial Services in Q4 2017 and held it in 25 quarters.
  • Evermay Wealth Management's Discover Financial Services position peaked at $640K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.