MWM
DFS

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

Moran 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
-84,991
Closed -$14.5M – 480
2025
Q1 		$14.5M Buy
84,991
+141
+0.2% +$25.8K 0.49% 62
2024
Q4 		$14.7M Sell
84,850
-1,867
-2% -$306K 0.47% 74
2024
Q3 		$12.2M Buy
86,717
+194
+0.2% +$26.1K 0.37% 93
2024
Q2 		$11.3M Buy
86,523
+34,466
+66% +$4.3M 0.37% 87
2024
Q1 		$6.82M Buy
52,057
+2,399
+5% +$275K 0.22% 138
2023
Q4 		$5.58M Sell
49,658
-4,521
-8% -$418K 0.2% 151
2023
Q3 		$4.69M Buy
54,179
+431
+0.8% +$42.8K 0.18% 155
2023
Q2 		$6.28M Sell
53,748
-1,009
-2% -$106K 0.24% 141
2023
Q1 		$5.41M Buy
54,757
+31,309
+134% +$3.35M 0.2% 149
2022
Q4 		$2.29M Buy
+23,448
New +$2.36M 0.09% 203

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

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

Moran Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 84,991 shares — an estimated $14.5M sold.

Moran Wealth Management first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $14.7M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Moran Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 84,991 Discover Financial Services shares in Q2 2025, an estimated $14.5M.
  • Moran Wealth Management first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Moran Wealth Management's Discover Financial Services position peaked at $14.7M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.