HWA
DFS

HHM Wealth Advisors’s Discover Financial Services DFS Stock Holding History

HHM Wealth Advisors’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
-1,407
Closed -$240K – 879
2025
Q1 		$240K Hold
1,407
– – 0.03% 168
2024
Q4 		$244K Buy
1,407
+7
+0.5% +$1.15K 0.03% 166
2024
Q3 		$196K Buy
1,400
+150
+12% +$20.2K 0.03% 169
2024
Q2 		$164K Buy
+1,250
New +$156K 0.02% 196
2023
Q4 		– Sell
-13
Closed -$1.13K – 755
2023
Q3 		$1.13K Sell
13
-69
-84% -$6.85K ﹤0.01% 735
2023
Q2 		$9.58K Buy
+82
New +$8.59K ﹤0.01% 542

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

HHM Wealth Advisors's DFS Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,407 shares — an estimated $240K sold.

HHM Wealth Advisors first reported a position in DFS in Q2 2023 and held it in 6 quarters. The position peaked at $244K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,407 Discover Financial Services shares in Q2 2025, an estimated $240K.
  • HHM Wealth Advisors first reported a position in Discover Financial Services in Q2 2023 and held it in 6 quarters.
  • HHM Wealth Advisors's Discover Financial Services position peaked at $244K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.