PWMG
DFS

Prestige Wealth Management Group’s Discover Financial Services DFS Stock Holding History

Prestige Wealth Management Group’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
-28
Closed -$4.78K – 1023
2025
Q1 		$4.78K Hold
28
– – ﹤0.01% 570
2024
Q4 		$4.85K Hold
28
– – ﹤0.01% 606
2024
Q3 		$3.93K Hold
28
– – ﹤0.01% 649
2024
Q2 		$3.66K Sell
28
-882
-97% -$110K ﹤0.01% 609
2024
Q1 		$119K Sell
910
-156
-15% -$17.9K 0.03% 186
2023
Q4 		$120K Buy
1,066
+18
+2% +$1.66K 0.03% 172
2023
Q3 		$90.8K Sell
1,048
-17
-2% -$1.69K 0.02% 189
2023
Q2 		$124K Hold
1,065
– – 0.03% 186
2023
Q1 		$105K Buy
1,065
+17
+2% +$1.82K 0.03% 181
2022
Q4 		$103K Hold
1,048
– – 0.03% 192
2022
Q3 		$95K Hold
1,048
– – 0.03% 174
2022
Q2 		$99K Hold
1,048
– – 0.03% 176
2022
Q1 		$115K Hold
1,048
– – 0.03% 176
2021
Q4 		$121K Hold
1,048
– – 0.03% 180
2021
Q3 		$128K Hold
1,048
– – 0.03% 171
2021
Q2 		$123K Hold
1,048
– – 0.03% 167
2021
Q1 		$99K Hold
1,048
– – 0.03% 184
2020
Q4 		$95K Buy
1,048
+4
+0.4% +$298 0.03% 180
2020
Q3 		$60K Hold
1,044
– – 0.02% 227
2020
Q2 		$52K Sell
1,044
-21
-2% -$924 0.02% 220
2020
Q1 		$38K Buy
1,065
+21
+2% +$1.39K 0.02% 205
2019
Q4 		$89K Hold
1,044
– – 0.05% 173
2019
Q3 		$85K Sell
1,044
-274
-21% -$22.6K 0.05% 162
2019
Q2 		$102K Sell
1,318
-22
-2% -$1.7K 0.06% 153
2019
Q1 		$95K Sell
1,340
-156
-10% -$10.7K 0.06% 149
2018
Q4 		$88K Buy
+1,496
New +$103K 0.06% 152

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

Prestige Wealth Management Group's DFS Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 28 shares — an estimated $4.78K sold.

Prestige Wealth Management Group first reported a position in DFS in Q4 2018 and held it in 26 quarters. The position peaked at $128K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 28 Discover Financial Services shares in Q2 2025, an estimated $4.78K.
  • Prestige Wealth Management Group first reported a position in Discover Financial Services in Q4 2018 and held it in 26 quarters.
  • Prestige Wealth Management Group's Discover Financial Services position peaked at $128K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.