GWSA
DFS

Global Wealth Strategies & Associates’s Discover Financial Services DFS Stock Holding History

Global Wealth Strategies & Associates’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
Closed -$341 – 397
2025
Q1 		$341 Hold
2
– – ﹤0.01% 444
2024
Q4 		$346 Hold
2
– – ﹤0.01% 371
2024
Q3 		$281 Hold
2
– – ﹤0.01% 345
2024
Q2 		$262 Hold
2
– – ﹤0.01% 317
2024
Q1 		$262 Buy
+2
New +$229 ﹤0.01% 333

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Global Wealth Strategies & Associates's DFS Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2 shares — an estimated $341 sold.

Global Wealth Strategies & Associates first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $346 in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 Discover Financial Services shares in Q2 2025, an estimated $341.
  • Global Wealth Strategies & Associates first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Discover Financial Services position peaked at $346 in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.