SkyOak Wealth’s Discover Financial Services DFS Stock Holding History

SkyOak Wealth’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	-1,329	Closed	-$227K	–	254
2025 Q1	$227K	Buy	+1,329	New	+$243K	0.05%	214

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 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 $18.1B AUM 24.69% 1-Year Est. Return

SkyOak Wealth's DFS Position: Q2 2025 in Review

SkyOak Wealth sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,329 shares — an estimated $227K sold.

SkyOak Wealth first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

SkyOak Wealth reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 1,329 Discover Financial Services shares in Q2 2025, an estimated $227K.
SkyOak Wealth first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
SkyOak Wealth's Discover Financial Services position peaked at $227K in Q1 2025.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.