IFWM
DFS

Institute for Wealth Management’s Discover Financial Services DFS Stock Holding History

Institute for 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
-2,364
Closed -$403K – 562
2025
Q1 		$403K Hold
2,364
– – 0.05% 343
2024
Q4 		$409K Sell
2,364
-20
-0.8% -$3.28K 0.05% 331
2024
Q3 		$334K Sell
2,384
-40
-2% -$5.38K 0.04% 388
2024
Q2 		$317K Hold
2,424
– – 0.04% 377
2024
Q1 		$318K Hold
2,424
– – 0.04% 380
2023
Q4 		$272K Hold
2,424
– – 0.04% 392
2023
Q3 		$210K Hold
2,424
– – 0.04% 427
2023
Q2 		$283K Hold
2,424
– – 0.05% 375
2023
Q1 		$240K Hold
2,424
– – 0.05% 398
2022
Q4 		$237K Sell
2,424
-98
-4% -$9.86K 0.05% 395
2022
Q3 		$229K Hold
2,522
– – 0.05% 393
2022
Q2 		$239K Hold
2,522
– – 0.05% 451
2022
Q1 		$278K Sell
2,522
-109
-4% -$12.8K 0.05% 445
2021
Q4 		$304K Hold
2,631
– – 0.05% 375
2021
Q3 		$323K Sell
2,631
-27
-1% -$3.38K 0.06% 351
2021
Q2 		$314K Sell
2,658
-64
-2% -$7.24K 0.06% 362
2021
Q1 		$259K Hold
2,722
– – 0.05% 389
2020
Q4 		$246K Buy
+2,722
New +$203K 0.05% 385
2020
Q1 		– Sell
-3,814
Closed -$323K – 431
2019
Q4 		$323K Hold
3,814
– – 0.07% 332
2019
Q3 		$309K Sell
3,814
-220
-5% -$18.2K 0.08% 318
2019
Q2 		$313K Sell
4,034
-24
-0.6% -$1.86K 0.07% 343
2019
Q1 		$289K Buy
+4,058
New +$278K 0.06% 346
2018
Q1 		– Sell
-4,178
Closed -$322K – 286
2017
Q4 		$322K Buy
+4,178
New +$287K 0.07% 295
2017
Q3 		– Sell
-3,838
Closed -$237K – 278
2017
Q2 		$237K Buy
+3,838
New +$238K 0.07% 342

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

Institute for Wealth Management's DFS Position: Q2 2025 in Review

Institute for Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,364 shares — an estimated $403K sold.

Institute for Wealth Management first reported a position in DFS in Q2 2017 and held it in 24 quarters. The position peaked at $409K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Institute for Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 2,364 Discover Financial Services shares in Q2 2025, an estimated $403K.
  • Institute for Wealth Management first reported a position in Discover Financial Services in Q2 2017 and held it in 24 quarters.
  • Institute for Wealth Management's Discover Financial Services position peaked at $409K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Institute for Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.