SWM
DFS

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

Spire 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
-2,703
Closed -$461K – 2420
2025
Q1 		$461K Sell
2,703
-86
-3% -$15.7K 0.01% 582
2024
Q4 		$483K Buy
2,789
+79
+3% +$13K 0.02% 554
2024
Q3 		$380K Sell
2,710
-221
-8% -$29.7K 0.01% 586
2024
Q2 		$383K Sell
2,931
-49
-2% -$6.11K 0.01% 545
2024
Q1 		$391K Buy
2,980
+5
+0.2% +$573 0.01% 584
2023
Q4 		$290K Sell
2,975
-25
-0.8% -$2.31K 0.01% 664
2023
Q3 		$260K Sell
3,000
-385
-11% -$38.2K 0.01% 634
2023
Q2 		$396K Sell
3,385
-309
-8% -$32.4K 0.01% 549
2023
Q1 		$365K Buy
3,694
+1,976
+115% +$212K 0.01% 571
2022
Q4 		$168K Sell
1,718
-22
-1% -$2.21K 0.01% 596
2022
Q3 		$158K Sell
1,740
-1,995
-53% -$202K 0.01% 585
2022
Q2 		$353K Sell
3,735
-146
-4% -$15.6K 0.01% 579
2022
Q1 		$428K Sell
3,881
-2,361
-38% -$277K 0.01% 621
2021
Q4 		$721K Sell
6,242
-2,242
-26% -$265K 0.02% 583
2021
Q3 		$1.04M Buy
8,484
+514
+6% +$64.4K 0.03% 403
2021
Q2 		$943K Sell
7,970
-514
-6% -$58.1K 0.03% 444
2021
Q1 		$806K Buy
+8,484
New +$800K 0.02% 514

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

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

Spire Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,703 shares — an estimated $461K sold.

Spire Wealth Management first reported a position in DFS in Q1 2021 and held it in 17 quarters. The position peaked at $1.04M in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Spire Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,703 Discover Financial Services shares in Q2 2025, an estimated $461K.
  • Spire Wealth Management first reported a position in Discover Financial Services in Q1 2021 and held it in 17 quarters.
  • Spire Wealth Management's Discover Financial Services position peaked at $1.04M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.