IWM
DFS

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

IHT 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
-1,605
Closed -$274K – 1162
2025
Q1 		$274K Sell
1,605
-358
-18% -$65.5K 0.01% 898
2024
Q4 		$340K Sell
1,963
-647
-25% -$106K 0.01% 813
2024
Q3 		$364K Buy
2,610
+290
+13% +$39K 0.01% 834
2024
Q2 		$304K Sell
2,320
-31
-1% -$3.86K 0.01% 794
2024
Q1 		$308K Buy
2,351
+395
+20% +$45.3K 0.01% 794
2023
Q4 		$220K Buy
+1,956
New +$181K 0.01% 882
2023
Q3 		– Sell
-1,976
Closed -$231K – 973
2023
Q2 		$231K Buy
+1,976
New +$207K 0.01% 821
2023
Q1 		– Sell
-2,046
Closed -$200K – 965
2022
Q4 		$200K Sell
2,046
-186
-8% -$18.7K 0.01% 822
2022
Q3 		$203K Buy
+2,232
New +$226K 0.02% 771
2022
Q2 		– Sell
-2,002
Closed -$221K – 749
2022
Q1 		$221K Buy
2,002
+25
+1% +$2.94K 0.02% 675
2021
Q4 		$229K Buy
1,977
+1
+0.1% +$118 0.02% 708
2021
Q3 		$243K Sell
1,976
-488
-20% -$61.2K 0.02% 669
2021
Q2 		$291K Buy
2,464
+34
+1% +$3.84K 0.02% 728
2021
Q1 		$231K Sell
2,430
-272
-10% -$25.7K 0.02% 717
2020
Q4 		$245K Buy
+2,702
New +$202K 0.02% 627
2020
Q2 		– Sell
-7,384
Closed -$263K – 588
2020
Q1 		$263K Buy
+7,384
New +$489K 0.04% 426
2019
Q4 		– Sell
-2,678
Closed -$217K – 629
2019
Q3 		$217K Buy
+2,678
New +$221K 0.03% 520
2018
Q4 		– Sell
-2,800
Closed -$214K – 484
2018
Q3 		$214K Buy
+2,800
New +$211K 0.05% 395
2018
Q2 		– Sell
-1,868
Closed -$130K – 638
2018
Q1 		$130K Sell
1,868
-1,534
-45% -$118K 0.03% 423
2017
Q4 		$264K Buy
3,402
+1,947
+134% +$134K 0.07% 305
2017
Q3 		$95K Sell
1,455
-49
-3% -$2.97K 0.04% 366
2017
Q2 		$1 Buy
1,504
+539
+56% +$33.4K ﹤0.01% 1290
2017
Q1 		$64K Sell
965
-166
-15% -$11.7K 0.04% 371
2016
Q4 		$82K Buy
+1,131
New +$71.9K 0.06% 298

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

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

IHT Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,605 shares — an estimated $274K sold.

IHT Wealth Management first reported a position in DFS in Q4 2016 and held it in 24 quarters. The position peaked at $364K in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • IHT Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 1,605 Discover Financial Services shares in Q2 2025, an estimated $274K.
  • IHT Wealth Management first reported a position in Discover Financial Services in Q4 2016 and held it in 24 quarters.
  • IHT Wealth Management's Discover Financial Services position peaked at $364K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.