TPCW
DFS

TD Private Client Wealth’s Discover Financial Services DFS Stock Holding History

TD Private Client 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
-17,978
Closed -$3.07M – 1442
2025
Q1 		$3.07M Sell
17,978
-9,680
-35% -$1.77M 0.08% 169
2024
Q4 		$4.79M Buy
27,658
+426
+2% +$69.9K 0.13% 115
2024
Q3 		$3.82M Buy
27,232
+5,970
+28% +$803K 0.11% 138
2024
Q2 		$2.78M Sell
21,262
-2,273
-10% -$283K 0.09% 177
2024
Q1 		$3.09M Sell
23,535
-2,071
-8% -$237K 0.1% 156
2023
Q4 		$2.88M Sell
25,606
-2,429
-9% -$225K 0.1% 166
2023
Q3 		$2.43M Buy
28,035
+4,311
+18% +$428K 0.11% 172
2023
Q2 		$2.77M Buy
23,724
+477
+2% +$50K 0.12% 171
2023
Q1 		$2.3M Buy
23,247
+5,139
+28% +$550K 0.1% 201
2022
Q4 		$1.77M Buy
18,108
+357
+2% +$35.9K 0.08% 236
2022
Q3 		$1.61M Buy
17,751
+365
+2% +$36.9K 0.08% 234
2022
Q2 		$1.64M Buy
17,386
+494
+3% +$52.9K 0.08% 240
2022
Q1 		$1.86M Buy
16,892
+2,559
+18% +$301K 0.08% 248
2021
Q4 		$1.66M Buy
14,333
+362
+3% +$42.8K 0.07% 267
2021
Q3 		$1.72M Sell
13,971
-1,210
-8% -$152K 0.07% 258
2021
Q2 		$1.8M Buy
15,181
+888
+6% +$100K 0.08% 256
2021
Q1 		$1.36M Buy
14,293
+3,034
+27% +$286K 0.06% 280
2020
Q4 		$1.02M Buy
11,259
+1,751
+18% +$131K 0.05% 297
2020
Q3 		$549K Buy
9,508
+7,930
+503% +$415K 0.03% 348
2020
Q2 		$79K Sell
1,578
-1,706
-52% -$75K ﹤0.01% 545
2020
Q1 		$117K Sell
3,284
-7,584
-70% -$502K 0.01% 477
2019
Q4 		$922K Buy
+10,868
New +$896K 0.06% 280

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 $4.82B AUM 20.19% 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

TD Private Client Wealth's DFS Position: Q2 2025 in Review

TD Private Client Wealth sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 17,978 shares — an estimated $3.07M sold.

TD Private Client Wealth first reported a position in DFS in Q4 2019 and held it in 22 quarters. The position peaked at $4.79M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • TD Private Client Wealth reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 17,978 Discover Financial Services shares in Q2 2025, an estimated $3.07M.
  • TD Private Client Wealth first reported a position in Discover Financial Services in Q4 2019 and held it in 22 quarters.
  • TD Private Client Wealth's Discover Financial Services position peaked at $4.79M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.