HWM
DFS

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

HB 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
-7,144
Closed -$1.22M – 1195
2025
Q1 		$1.22M Buy
7,144
+1,759
+33% +$322K 0.01% 493
2024
Q4 		$933K Buy
5,385
+143
+3% +$23.5K 0.01% 424
2024
Q3 		$735K Buy
5,242
+739
+16% +$99.4K 0.01% 467
2024
Q2 		$589K Sell
4,503
-479
-10% -$59.7K 0.01% 496
2024
Q1 		$653K Sell
4,982
-551
-10% -$63.2K 0.01% 429
2023
Q4 		$622K Sell
5,533
-147
-3% -$13.6K 0.01% 401
2023
Q3 		$492K Sell
5,680
-78
-1% -$7.75K 0.01% 433
2023
Q2 		$673K Buy
5,758
+51
+0.9% +$5.34K 0.01% 360
2023
Q1 		$564K Buy
5,707
+1,189
+26% +$127K 0.01% 387
2022
Q4 		$442K Buy
4,518
+1,103
+32% +$111K 0.01% 424
2022
Q3 		$310K Buy
3,415
+824
+32% +$83.4K 0.01% 431
2022
Q2 		$245K Buy
2,591
+342
+15% +$36.6K 0.01% 493
2022
Q1 		$248K Buy
+2,249
New +$264K ﹤0.01% 500

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

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

HB Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 7,144 shares — an estimated $1.22M sold.

HB Wealth Management first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $1.22M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • HB Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 7,144 Discover Financial Services shares in Q2 2025, an estimated $1.22M.
  • HB Wealth Management first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • HB Wealth Management's Discover Financial Services position peaked at $1.22M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.