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

Raffa 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	-27	Closed	-$4.61K	–	1113
2025 Q1	$4.61K	Sell	27 -29	-52%	-$5.3K	﹤0.01%	440
2024 Q4	$9.7K	Hold	56	–	–	﹤0.01%	333
2024 Q3	$7.86K	Hold	56	–	–	﹤0.01%	347
2024 Q2	$7.33K	Hold	56	–	–	﹤0.01%	494
2024 Q1	$7.34K	Sell	56 -19	-25%	-$2.18K	﹤0.01%	465
2023 Q4	$8.43K	Hold	75	–	–	﹤0.01%	321
2023 Q3	$6.5K	Hold	75	–	–	﹤0.01%	341
2023 Q2	$8.76K	Hold	75	–	–	﹤0.01%	303
2023 Q1	$7.41K	Hold	75	–	–	﹤0.01%	333
2022 Q4	$7.34K	Hold	75	–	–	﹤0.01%	329
2022 Q3	$6.82K	Hold	75	–	–	﹤0.01%	331
2022 Q2	$7.09K	Hold	75	–	–	﹤0.01%	324
2022 Q1	$8.26K	Sell	75 -24	-24%	-$2.82K	﹤0.01%	318
2021 Q4	$11.4K	Buy	99 +43	+77%	+$5.09K	﹤0.01%	282
2021 Q3	$6.88K	Hold	56	–	–	﹤0.01%	312
2021 Q2	$6.62K	Hold	56	–	–	﹤0.01%	325
2021 Q1	$5.32K	Buy	56 +7	+14%	+$660	﹤0.01%	389
2020 Q4	$4.44K	Hold	49	–	–	﹤0.01%	387
2020 Q3	$2.83K	Hold	49	–	–	﹤0.01%	421
2020 Q2	$2.45K	Buy	49 +8	+20%	+$352	﹤0.01%	436
2020 Q1	$1.46K	Sell	41 -457	-92%	-$30.3K	﹤0.01%	488
2019 Q4	$42.2K	Hold	498	–	–	0.01%	142
2019 Q3	$40.4K	Buy	+498	New	+$41.1K	0.01%	146
2019 Q2	–	Sell	-30	Closed	-$2.13K	–	899
2019 Q1	$2.13K	Hold	30	–	–	﹤0.01%	349
2018 Q4	$1.77K	Hold	30	–	–	﹤0.01%	380
2018 Q3	$2.29K	Hold	30	–	–	﹤0.01%	365
2018 Q2	$2.11K	Hold	30	–	–	﹤0.01%	358
2018 Q1	$2.16K	Buy	+30	New	+$2.32K	﹤0.01%	341
2017 Q1	–	Sell	-11	Closed	-$793	–	496
2016 Q4	$793	Hold	11	–	–	﹤0.01%	517
2016 Q3	$622	Hold	11	–	–	﹤0.01%	624
2016 Q2	$589	Hold	11	–	–	﹤0.01%	607
2016 Q1	$560	Hold	11	–	–	﹤0.01%	642
2015 Q4	$590	Hold	11	–	–	﹤0.01%	609
2015 Q3	$572	Hold	11	–	–	﹤0.01%	608
2015 Q2	$634	Hold	11	–	–	﹤0.01%	582
2015 Q1	$620	Hold	11	–	–	﹤0.01%	592
2014 Q4	$720	Sell	11 -150	-93%	-$9.63K	﹤0.01%	474
2014 Q3	$10.4K	Buy	161 +11	+7%	+$690	0.01%	139
2014 Q2	$9.3K	Hold	150	–	–	0.01%	144
2014 Q1	$8.73K	Buy	150 +139	+1,264%	+$7.79K	0.01%	141
2013 Q4	$720	Buy	+11	New	+$577	﹤0.01%	474

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 $20.6B AUM 34.61% 1-Year Est. Return

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

Raffa Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 27 shares — an estimated $4.61K sold.

Raffa Wealth Management first reported a position in DFS in Q4 2013 and held it in 41 quarters. The position peaked at $42.2K in Q4 2019. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Raffa Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Raffa Wealth Management sold 27 Discover Financial Services shares in Q2 2025, an estimated $4.61K.
Raffa Wealth Management first reported a position in Discover Financial Services in Q4 2013 and held it in 41 quarters.
Raffa Wealth Management's Discover Financial Services position peaked at $42.2K in Q4 2019.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Raffa Wealth Management's 13F filing for Q2 2025, filed 27 Jul 2026.