Focus Partners Wealth
DFS

Focus Partners Wealth’s Discover Financial Services DFS Stock Holding History

Focus Partners Wealth’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
-29,566
Closed -$5.05M – 2062
2025
Q1 		$5.05M Buy
29,566
+1,159
+4% +$212K 0.01% 622
2024
Q4 		$4.92M Buy
28,407
+1,322
+5% +$217K 0.01% 617
2024
Q3 		$3.8M Sell
27,085
-29,933
-52% -$4.03M 0.01% 627
2024
Q2 		$7.46M Buy
57,018
+30,787
+117% +$3.84M 0.03% 425
2024
Q1 		$3.44M Buy
26,231
+1,483
+6% +$170K 0.03% 395
2023
Q4 		$2.78M Buy
+24,748
New +$2.29M 0.04% 313

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

Focus Partners Wealth's DFS Position: Q2 2025 in Review

Focus Partners Wealth sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 29,566 shares — an estimated $5.05M sold.

Focus Partners Wealth first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $7.46M in Q2 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Focus Partners Wealth reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 29,566 Discover Financial Services shares in Q2 2025, an estimated $5.05M.
  • Focus Partners Wealth first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Focus Partners Wealth's Discover Financial Services position peaked at $7.46M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.