SWIM
DFS

Smallwood Wealth Investment Management’s Discover Financial Services DFS Stock Holding History

Smallwood Wealth Investment 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
-317
Closed -$54.1K – 569
2025
Q1 		$54.1K Buy
+317
New +$58K 0.03% 156

Other funds holding DFS

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DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Smallwood Wealth Investment Management's DFS Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 317 shares — an estimated $54.1K sold.

Smallwood Wealth Investment Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $54.1K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 317 Discover Financial Services shares in Q2 2025, an estimated $54.1K.
  • Smallwood Wealth Investment Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Discover Financial Services position peaked at $54.1K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.