SW
DFS

SteelPeak Wealth’s Discover Financial Services DFS Stock Holding History

SteelPeak 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
-19,838
Closed -$3.39M – 597
2025
Q1 		$3.39M Buy
+19,838
New +$3.63M 0.14% 123
2024
Q4 		– Sell
-25,143
Closed -$3.53M – 584
2024
Q3 		$3.53M Sell
25,143
-2,681
-10% -$361K 0.15% 111
2024
Q2 		$3.64M Buy
27,824
+119
+0.4% +$14.8K 0.17% 100
2024
Q1 		$3.63M Buy
27,705
+17,046
+160% +$1.95M 0.18% 99
2023
Q4 		$1.2M Sell
10,659
-20,918
-66% -$1.93M 0.07% 187
2023
Q3 		$2.74M Buy
31,577
+16,873
+115% +$1.68M 0.17% 112
2023
Q2 		$1.72M Buy
+14,704
New +$1.54M 0.1% 136
2022
Q1 		– Sell
-1,849
Closed -$214K – 442
2021
Q4 		$214K Hold
1,849
– – 0.01% 376
2021
Q3 		$227K Sell
1,849
-1,146
-38% -$144K 0.02% 376
2021
Q2 		$354K Buy
+2,995
New +$339K 0.02% 312
2020
Q2 		– Sell
-17,912
Closed -$639K – 280
2020
Q1 		$639K Buy
17,912
+3,382
+23% +$224K 0.1% 135
2019
Q4 		$1.23M Buy
+14,530
New +$1.2M 0.17% 107

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

SteelPeak Wealth's DFS Position: Q2 2025 in Review

SteelPeak Wealth sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 19,838 shares — an estimated $3.39M sold.

SteelPeak Wealth first reported a position in DFS in Q4 2019 and held it in 12 quarters. The position peaked at $3.64M in Q2 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • SteelPeak Wealth reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 19,838 Discover Financial Services shares in Q2 2025, an estimated $3.39M.
  • SteelPeak Wealth first reported a position in Discover Financial Services in Q4 2019 and held it in 12 quarters.
  • SteelPeak Wealth's Discover Financial Services position peaked at $3.64M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.