PWMG
DFS

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

Private 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
-99
Closed -$16.9K – 1522
2025
Q1 		$16.9K Hold
99
– – 0.01% 335
2024
Q4 		$17.1K Hold
99
– – 0.01% 342
2024
Q3 		$13.9K Buy
99
+1
+1% +$135 0.01% 373
2024
Q2 		$12.8K Hold
98
– – 0.01% 383
2024
Q1 		$12.8K Hold
98
– – 0.01% 353
2023
Q4 		$11K Buy
+98
New +$9.06K 0.01% 388

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

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

Private Wealth Management Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 99 shares — an estimated $16.9K sold.

Private Wealth Management Group first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $17.1K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Private Wealth Management Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 99 Discover Financial Services shares in Q2 2025, an estimated $16.9K.
  • Private Wealth Management Group first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Discover Financial Services position peaked at $17.1K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.