KWM
DFS

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

Kingsview 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
-2,036
Closed -$347K – 1176
2025
Q1 		$347K Buy
2,036
+67
+3% +$12.3K 0.01% 840
2024
Q4 		$341K Buy
1,969
+305
+18% +$50.1K 0.01% 848
2024
Q3 		$233K Buy
1,664
+119
+8% +$16K ﹤0.01% 969
2024
Q2 		$202K Sell
1,545
-89
-5% -$11.1K ﹤0.01% 989
2024
Q1 		$214K Buy
+1,634
New +$187K 0.01% 945
2023
Q3 		– Sell
-2,271
Closed -$265K – 946
2023
Q2 		$265K Sell
2,271
-30,537
-93% -$3.2M 0.01% 783
2023
Q1 		$3.24M Sell
32,808
-9,160
-22% -$981K 0.14% 167
2022
Q4 		$4.11M Buy
41,968
+7,628
+22% +$768K 0.18% 137
2022
Q3 		$3.12M Buy
34,340
+4,074
+13% +$412K 0.15% 159
2022
Q2 		$2.86M Buy
30,266
+2,293
+8% +$245K 0.14% 168
2022
Q1 		$3.08M Sell
27,973
-4,814
-15% -$566K 0.14% 167
2021
Q4 		$3.79M Buy
32,787
+6,778
+26% +$802K 0.16% 141
2021
Q3 		$3.2M Buy
26,009
+1,823
+8% +$229K 0.15% 154
2021
Q2 		$2.88M Buy
24,186
+1,548
+7% +$175K 0.14% 161
2021
Q1 		$2.18M Sell
22,638
-7,254
-24% -$684K 0.12% 177
2020
Q4 		$2.71M Buy
29,892
+3,464
+13% +$258K 0.2% 118
2020
Q3 		$1.53M Buy
26,428
+5,648
+27% +$296K 0.14% 166
2020
Q2 		$1.04M Buy
20,780
+12,150
+141% +$534K 0.1% 197
2020
Q1 		$308K Buy
8,630
+3,371
+64% +$223K 0.04% 354
2019
Q4 		$446K Buy
5,259
+1,637
+45% +$135K 0.06% 301
2019
Q3 		$294K Buy
+3,622
New +$299K 0.05% 338

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

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

Kingsview Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,036 shares — an estimated $347K sold.

Kingsview Wealth Management first reported a position in DFS in Q3 2019 and held it in 21 quarters. The position peaked at $4.11M in Q4 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,036 Discover Financial Services shares in Q2 2025, an estimated $347K.
  • Kingsview Wealth Management first reported a position in Discover Financial Services in Q3 2019 and held it in 21 quarters.
  • Kingsview Wealth Management's Discover Financial Services position peaked at $4.11M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.