SWM
DFS

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

Silverlake 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
-1,236
Closed -$211K – 320
2025
Q1 		$211K Hold
1,236
– – 0.08% 238
2024
Q4 		$214K Buy
+1,236
New +$203K 0.08% 248
2022
Q1 		– Sell
-3,816
Closed -$441K – 233
2021
Q4 		$441K Buy
+3,816
New +$451K 0.24% 108

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

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

Silverlake Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,236 shares — an estimated $211K sold.

Silverlake Wealth Management first reported a position in DFS in Q4 2021 and held it in 3 quarters. The position peaked at $441K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Silverlake Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 1,236 Discover Financial Services shares in Q2 2025, an estimated $211K.
  • Silverlake Wealth Management first reported a position in Discover Financial Services in Q4 2021 and held it in 3 quarters.
  • Silverlake Wealth Management's Discover Financial Services position peaked at $441K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Silverlake Wealth Management's 13F filing for Q2 2025, filed 25 Aug 2025.