TWD
DFS

True Wealth Design’s Discover Financial Services DFS Stock Holding History

True Wealth Design’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
-9
Closed -$1.54K – 2645
2025
Q1 		$1.54K Buy
+9
New +$1.65K ﹤0.01% 1103
2023
Q3 		– Sell
-7,258
Closed -$848K – 782
2023
Q2 		$848K Buy
7,258
+13
+0.2% +$1.36K 0.31% 46
2023
Q1 		$716K Sell
7,245
-39
-0.5% -$4.17K 0.3% 91
2022
Q4 		$713K Buy
+7,284
New +$733K 0.33% 85

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

True Wealth Design's DFS Position: Q2 2025 in Review

True Wealth Design sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9 shares — an estimated $1.54K sold.

True Wealth Design first reported a position in DFS in Q4 2022 and held it in 4 quarters. The position peaked at $848K in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • True Wealth Design reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 9 Discover Financial Services shares in Q2 2025, an estimated $1.54K.
  • True Wealth Design first reported a position in Discover Financial Services in Q4 2022 and held it in 4 quarters.
  • True Wealth Design's Discover Financial Services position peaked at $848K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.