ISWM
DFS

Independent Solutions Wealth Management’s Discover Financial Services DFS Stock Holding History

Independent Solutions 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
-2,171
Closed -$371K – 180
2025
Q1 		$371K Sell
2,171
-76
-3% -$13.9K 0.08% 136
2024
Q4 		$389K Sell
2,247
-14
-0.6% -$2.3K 0.09% 129
2024
Q3 		$317K Sell
2,261
-5
-0.2% -$673 0.07% 136
2024
Q2 		$296K Sell
2,266
-406
-15% -$50.6K 0.07% 145
2024
Q1 		$350K Sell
2,672
-131
-5% -$15K 0.08% 140
2023
Q4 		$315K Sell
2,803
-30
-1% -$2.77K 0.08% 140
2023
Q3 		$245K Sell
2,833
-30
-1% -$2.98K 0.06% 174
2023
Q2 		$335K Sell
2,863
-72
-2% -$7.54K 0.08% 160
2023
Q1 		$290K Sell
2,935
-72
-2% -$7.71K 0.09% 166
2022
Q4 		$294K Sell
3,007
-13
-0.4% -$1.31K 0.09% 164
2022
Q3 		$275K Sell
3,020
-20
-0.7% -$2.02K 0.09% 170
2022
Q2 		$288K Sell
3,040
-1,828
-38% -$196K 0.09% 170
2022
Q1 		$536K Sell
4,868
-416
-8% -$48.9K 0.13% 131
2021
Q4 		$611K Sell
5,284
-147
-3% -$17.4K 0.14% 121
2021
Q3 		$667K Sell
5,431
-56
-1% -$7.02K 0.17% 117
2021
Q2 		$649K Sell
5,487
-539
-9% -$60.9K 0.16% 122
2021
Q1 		$572K Sell
6,026
-13
-0.2% -$1.23K 0.16% 110
2020
Q4 		$547K Sell
6,039
-217
-3% -$16.2K 0.17% 104
2020
Q3 		$361K Buy
6,256
+70
+1% +$3.67K 0.14% 118
2020
Q2 		$310K Buy
+6,186
New +$272K 0.13% 121
2020
Q1 		– Sell
-2,563
Closed -$217K – 134
2019
Q4 		$217K Buy
+2,563
New +$211K 0.1% 149

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

Independent Solutions Wealth Management's DFS Position: Q2 2025 in Review

Independent Solutions Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,171 shares — an estimated $371K sold.

Independent Solutions Wealth Management first reported a position in DFS in Q4 2019 and held it in 21 quarters. The position peaked at $667K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Independent Solutions Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,171 Discover Financial Services shares in Q2 2025, an estimated $371K.
  • Independent Solutions Wealth Management first reported a position in Discover Financial Services in Q4 2019 and held it in 21 quarters.
  • Independent Solutions Wealth Management's Discover Financial Services position peaked at $667K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.