IWM
DFS

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

Integris 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
-4,681
Closed -$799K – 117
2025
Q1 		$799K Hold
4,681
– – 0.23% 35
2024
Q4 		$811K Hold
4,681
– – 0.23% 36
2024
Q3 		$657K Hold
4,681
– – 0.18% 39
2024
Q2 		$612K Hold
4,681
– – 0.18% 40
2024
Q1 		$614K Hold
4,681
– – 0.17% 43
2023
Q4 		$526K Hold
4,681
– – 0.16% 46
2023
Q3 		$406K Hold
4,681
– – 0.13% 53
2023
Q2 		$547K Hold
4,681
– – 0.19% 41
2023
Q1 		$463K Hold
4,681
– – 0.17% 44
2022
Q4 		$458K Buy
+4,681
New +$471K 0.18% 44

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 $4.82B AUM 20.19% 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

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

Integris Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,681 shares — an estimated $799K sold.

Integris Wealth Management first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $811K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Integris Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Integris Wealth Management sold 4,681 Discover Financial Services shares in Q2 2025, an estimated $799K.
  • Integris Wealth Management first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Integris Wealth Management's Discover Financial Services position peaked at $811K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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