SWP
DFS

Sagespring Wealth Partners’s Discover Financial Services DFS Stock Holding History

Sagespring Wealth Partners’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
-1,785
Closed -$305K – 714
2025
Q1 		$305K Buy
1,785
+143
+9% +$26.2K 0.01% 509
2024
Q4 		$284K Buy
+1,642
New +$269K 0.01% 487

Other funds holding DFS

DekaBank Deutsche Girozentrale
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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

Sagespring Wealth Partners's DFS Position: Q2 2025 in Review

Sagespring Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,785 shares — an estimated $305K sold.

Sagespring Wealth Partners first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $305K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sagespring Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,785 Discover Financial Services shares in Q2 2025, an estimated $305K.
  • Sagespring Wealth Partners first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Sagespring Wealth Partners's Discover Financial Services position peaked at $305K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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