GSWM
DFS

Golden State Wealth Management’s Discover Financial Services DFS Stock Holding History

Golden State 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
-29
Closed -$4.95K – 1587
2025
Q1 		$4.95K Sell
29
-5
-15% -$915 ﹤0.01% 1171
2024
Q4 		$5.89K Buy
+34
New +$5.58K ﹤0.01% 1081
2020
Q2 		– Sell
-1,173
Closed -$42K – 343
2020
Q1 		$42K Buy
+1,173
New +$77.7K 0.02% 386
2019
Q4 		– Sell
-1,205
Closed -$98K – 243
2019
Q3 		$98K Buy
1,205
+175
+17% +$14.5K 0.03% 315
2019
Q2 		$79K Hold
1,030
– – 0.03% 369
2019
Q1 		$73K Buy
+1,030
New +$70.5K 0.02% 373

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

Golden State Wealth Management's DFS Position: Q2 2025 in Review

Golden State Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 29 shares — an estimated $4.95K sold.

Golden State Wealth Management first reported a position in DFS in Q1 2019 and held it in 6 quarters. The position peaked at $98K in Q3 2019. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Golden State Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 29 Discover Financial Services shares in Q2 2025, an estimated $4.95K.
  • Golden State Wealth Management first reported a position in Discover Financial Services in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Discover Financial Services position peaked at $98K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.