PPWP
DFS

Premier Path Wealth Partners’s Discover Financial Services DFS Stock Holding History

Premier Path 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
-1,942
Closed -$332K – 390
2025
Q1 		$332K Sell
1,942
-226
-10% -$41.3K 0.05% 292
2024
Q4 		$376K Hold
2,168
– – 0.06% 266
2024
Q3 		$304K Sell
2,168
-62
-3% -$8.34K 0.05% 298
2024
Q2 		$292K Hold
2,230
– – 0.05% 296
2024
Q1 		$292K Buy
2,230
+109
+5% +$12.5K 0.06% 279
2023
Q4 		$234K Buy
+2,121
New +$196K 0.05% 298

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

Premier Path Wealth Partners's DFS Position: Q2 2025 in Review

Premier Path Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,942 shares — an estimated $332K sold.

Premier Path Wealth Partners first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $376K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Premier Path Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,942 Discover Financial Services shares in Q2 2025, an estimated $332K.
  • Premier Path Wealth Partners first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Premier Path Wealth Partners's Discover Financial Services position peaked at $376K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Premier Path Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.