IWP
DFS

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

IAG Wealth Partners’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
-40
Closed -$6.83K – 507
2025
Q1 		$6.83K Hold
40
– – ﹤0.01% 378
2024
Q4 		$6.93K Hold
40
– – ﹤0.01% 390
2024
Q3 		$5.61K Hold
40
– – ﹤0.01% 395
2024
Q2 		$5.23K Hold
40
– – ﹤0.01% 397
2024
Q1 		$5.24K Sell
40
-35
-47% -$4.01K ﹤0.01% 372
2023
Q4 		$8.43K Hold
75
– – ﹤0.01% 324
2023
Q3 		$6.5K Hold
75
– – ﹤0.01% 343
2023
Q2 		$8.76K Hold
75
– – ﹤0.01% 327
2023
Q1 		$7.41K Hold
75
– – ﹤0.01% 345
2022
Q4 		$7.34K Hold
75
– – ﹤0.01% 323
2022
Q3 		$7K Hold
75
– – ﹤0.01% 301
2022
Q2 		$7K Sell
75
-31
-29% -$3.32K ﹤0.01% 307
2022
Q1 		$12K Buy
106
+31
+41% +$3.64K ﹤0.01% 276
2021
Q4 		$9K Hold
75
– – ﹤0.01% 311
2021
Q3 		$10K Hold
75
– – ﹤0.01% 267
2021
Q2 		$9K Hold
75
– – ﹤0.01% 271
2021
Q1 		$8K Hold
75
– – ﹤0.01% 280
2020
Q4 		$7K Hold
75
– – ﹤0.01% 275
2020
Q3 		$5K Hold
75
– – ﹤0.01% 281
2020
Q2 		$4K Hold
75
– – ﹤0.01% 295
2020
Q1 		$3K Hold
75
– – ﹤0.01% 304
2019
Q4 		$7K Buy
+75
New +$6.19K ﹤0.01% 283

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

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

IAG Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 40 shares — an estimated $6.83K sold.

IAG Wealth Partners first reported a position in DFS in Q4 2019 and held it in 22 quarters. The position peaked at $12K in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • IAG Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 40 Discover Financial Services shares in Q2 2025, an estimated $6.83K.
  • IAG Wealth Partners first reported a position in Discover Financial Services in Q4 2019 and held it in 22 quarters.
  • IAG Wealth Partners's Discover Financial Services position peaked at $12K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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