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

Mascoma 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	-54	Closed	-$9.22K	–	473
2025 Q1	$9.22K	Hold	54	–	–	﹤0.01%	340
2024 Q4	$9.35K	Hold	54	–	–	﹤0.01%	356
2024 Q3	$7.58K	Hold	54	–	–	﹤0.01%	348
2024 Q2	$7.06K	Hold	54	–	–	﹤0.01%	374
2024 Q1	$7.08K	Hold	54	–	–	﹤0.01%	351
2023 Q4	$6.07K	Hold	54	–	–	﹤0.01%	370
2023 Q3	$4.68K	Hold	54	–	–	﹤0.01%	400
2023 Q2	$5.65K	Hold	54	–	–	﹤0.01%	379
2023 Q1	$5.59K	Hold	54	–	–	﹤0.01%	468
2022 Q4	$5.28K	Hold	54	–	–	﹤0.01%	483
2022 Q3	$5K	Hold	54	–	–	﹤0.01%	471
2022 Q2	$5K	Hold	54	–	–	﹤0.01%	494
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	486
2021 Q4	$6K	Hold	54	–	–	﹤0.01%	436
2021 Q3	$7K	Buy	+54	New	+$6.77K	﹤0.01%	360
2021 Q2	–	Sell	-54	Closed	-$5K	–	186
2021 Q1	$5K	Buy	+54	New	+$5.09K	﹤0.01%	378
2019 Q3	–	Sell	-54	Closed	-$4K	–	142
2019 Q2	$4K	Hold	54	–	–	﹤0.01%	304
2019 Q1	$4K	Hold	54	–	–	﹤0.01%	311
2018 Q4	$3K	Hold	54	–	–	﹤0.01%	319
2018 Q3	$4K	Hold	54	–	–	﹤0.01%	335
2018 Q2	$4K	Hold	54	–	–	﹤0.01%	325
2018 Q1	$4K	Hold	54	–	–	﹤0.01%	318
2017 Q4	$4K	Hold	54	–	–	﹤0.01%	314
2017 Q3	$3K	Hold	54	–	–	﹤0.01%	347
2017 Q2	$3K	Hold	54	–	–	﹤0.01%	352
2017 Q1	$4K	Sell	54 -4	-7%	-$281	﹤0.01%	307
2016 Q4	$4K	Buy	+58	New	+$3.69K	﹤0.01%	309

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

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

Mascoma Wealth Management first reported a position in DFS in Q4 2016 and held it in 27 quarters. The position peaked at $9.35K in Q4 2024. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Mascoma Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 54 Discover Financial Services shares in Q2 2025, an estimated $9.22K.
Mascoma Wealth Management first reported a position in Discover Financial Services in Q4 2016 and held it in 27 quarters.
Mascoma Wealth Management's Discover Financial Services position peaked at $9.35K in Q4 2024.
9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.