RWM
DFS

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

Ritholtz 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
-3,629
Closed -$619K – 996
2025
Q1 		$619K Buy
3,629
+64
+2% +$11.7K 0.02% 531
2024
Q4 		$618K Sell
3,565
-118
-3% -$19.4K 0.02% 506
2024
Q3 		$517K Sell
3,683
-81
-2% -$10.9K 0.02% 547
2024
Q2 		$492K Sell
3,764
-1,309
-26% -$163K 0.02% 533
2024
Q1 		$665K Sell
5,073
-1,197
-19% -$137K 0.02% 460
2023
Q4 		$705K Buy
6,270
+1,213
+24% +$112K 0.03% 409
2023
Q3 		$438K Sell
5,057
-3,425
-40% -$340K 0.02% 476
2023
Q2 		$991K Buy
8,482
+3,922
+86% +$411K 0.04% 272
2023
Q1 		$451K Buy
+4,560
New +$488K 0.02% 430
2022
Q4 		– Sell
-7,113
Closed -$647K – 615
2022
Q3 		$647K Buy
+7,113
New +$720K 0.03% 332

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

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

Ritholtz Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,629 shares — an estimated $619K sold.

Ritholtz Wealth Management first reported a position in DFS in Q3 2022 and held it in 10 quarters. The position peaked at $991K in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Ritholtz Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,629 Discover Financial Services shares in Q2 2025, an estimated $619K.
  • Ritholtz Wealth Management first reported a position in Discover Financial Services in Q3 2022 and held it in 10 quarters.
  • Ritholtz Wealth Management's Discover Financial Services position peaked at $991K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.