QWM
DFS

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

Quadcap 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
-2,860
Closed -$488K – 402
2025
Q1 		$488K Buy
+2,860
New +$523K 0.07% 241

Other funds holding DFS

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DWM
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KIM
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VanEck Associates
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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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Quadcap Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,860 shares — an estimated $488K sold.

Quadcap Wealth Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $488K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Quadcap Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 2,860 Discover Financial Services shares in Q2 2025, an estimated $488K.
  • Quadcap Wealth Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Quadcap Wealth Management's Discover Financial Services position peaked at $488K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Quadcap Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.