SFWC
DFS

Strategic Family Wealth Counselors’s Discover Financial Services DFS Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-1,437
Closed -$249K – 141
2024
Q4 		$249K Buy
1,437
+4
+0.3% +$656 0.08% 120
2024
Q3 		$201K Buy
+1,433
New +$193K 0.07% 131

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Strategic Family Wealth Counselors's DFS Position: Q1 2025 in Review

Strategic Family Wealth Counselors sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 1,437 shares — an estimated $249K sold.

Strategic Family Wealth Counselors first reported a position in DFS in Q3 2024 and held it in 2 quarters. The position peaked at $249K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Strategic Family Wealth Counselors reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,437 Discover Financial Services shares in Q1 2025, an estimated $249K.
  • Strategic Family Wealth Counselors first reported a position in Discover Financial Services in Q3 2024 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Discover Financial Services position peaked at $249K in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2025, filed 8 May 2025.