MSWA
DFS

Marshall & Sterling Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Marshall & Sterling Wealth Advisors’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
-54
Closed -$9.22K – 639
2025
Q1 		$9.22K Buy
+54
New +$9.88K 0.01% 332

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

Marshall & Sterling Wealth Advisors's DFS Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 54 shares — an estimated $9.22K sold.

Marshall & Sterling Wealth Advisors first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $9.22K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 54 Discover Financial Services shares in Q2 2025, an estimated $9.22K.
  • Marshall & Sterling Wealth Advisors first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Discover Financial Services position peaked at $9.22K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.