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

Mission 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	-2,556	Closed	-$436K	–	693
2025 Q1	$436K	Sell	2,556 -26	-1%	-$4.75K	0.01%	495
2024 Q4	$447K	Sell	2,582 -16	-0.6%	-$2.63K	0.01%	446
2024 Q3	$364K	Buy	2,598 +19	+0.7%	+$2.56K	0.01%	504
2024 Q2	$337K	Buy	2,579 +215	+9%	+$26.8K	0.01%	509
2024 Q1	$310K	Sell	2,364 -9	-0.4%	-$1.03K	0.01%	543
2023 Q4	$267K	Buy	+2,373	New	+$219K	0.01%	493
2023 Q3	–	Sell	-1,917	Closed	-$224K	–	555
2023 Q2	$224K	Buy	+1,917	New	+$201K	0.01%	495
2022 Q3	–	Sell	-2,231	Closed	-$211K	–	523
2022 Q2	$211K	Buy	+2,231	New	+$239K	0.01%	468

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Mission Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,556 shares — an estimated $436K sold.

Mission Wealth Management first reported a position in DFS in Q2 2022 and held it in 8 quarters. The position peaked at $447K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Mission Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Mission Wealth Management sold 2,556 Discover Financial Services shares in Q2 2025, an estimated $436K.
Mission Wealth Management first reported a position in Discover Financial Services in Q2 2022 and held it in 8 quarters.
Mission Wealth Management's Discover Financial Services position peaked at $447K in Q4 2024.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.