LCWP
DFS

Legacy Capital Wealth Partners’s Discover Financial Services DFS Stock Holding History

Legacy Capital Wealth Partners’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
-1,595
Closed -$272K – 374
2025
Q1 		$272K Sell
1,595
-1,021
-39% -$187K 0.07% 295
2024
Q4 		$453K Buy
2,616
+112
+4% +$18.4K 0.11% 199
2024
Q3 		$351K Sell
2,504
-4
-0.2% -$538 0.07% 253
2024
Q2 		$328K Buy
+2,508
New +$313K 0.08% 229

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

Legacy Capital Wealth Partners's DFS Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,595 shares — an estimated $272K sold.

Legacy Capital Wealth Partners first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $453K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,595 Discover Financial Services shares in Q2 2025, an estimated $272K.
  • Legacy Capital Wealth Partners first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Discover Financial Services position peaked at $453K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.