FWTB
DFS

First Western Trust Bank’s Discover Financial Services DFS Stock Holding History

First Western Trust Bank’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
-2,023
Closed -$345K – 196
2025
Q1 		$345K Hold
2,023
– – 0.02% 141
2024
Q4 		$350K Hold
2,023
– – 0.02% 150
2024
Q3 		$284K Hold
2,023
– – 0.01% 163
2024
Q2 		$265K Hold
2,023
– – 0.01% 158
2024
Q1 		$265K Buy
2,023
+16
+0.8% +$1.83K 0.01% 170
2023
Q4 		$226K Buy
+2,007
New +$186K 0.01% 182
2023
Q3 		– Sell
-2,007
Closed -$235K – 173
2023
Q2 		$235K Buy
+2,007
New +$210K 0.01% 171
2022
Q2 		– Sell
-2,007
Closed -$215K – 176
2022
Q1 		$227K Buy
+2,007
New +$236K 0.01% 177

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

First Western Trust Bank's DFS Position: Q2 2025 in Review

First Western Trust Bank sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,023 shares — an estimated $345K sold.

First Western Trust Bank first reported a position in DFS in Q1 2022 and held it in 8 quarters. The position peaked at $350K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • First Western Trust Bank reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • First Western Trust Bank sold 2,023 Discover Financial Services shares in Q2 2025, an estimated $345K.
  • First Western Trust Bank first reported a position in Discover Financial Services in Q1 2022 and held it in 8 quarters.
  • First Western Trust Bank's Discover Financial Services position peaked at $350K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on First Western Trust Bank's 13F filing for Q2 2025, filed 8 Aug 2025.