TPWA
DFS

Twin Peaks Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Twin Peaks Wealth Advisors’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
-1,433
Closed -$229K – 2274
2025
Q1 		$229K Sell
1,433
-1
-0.1% -$183 0.1% 125
2024
Q4 		$248K Sell
1,434
-140
-9% -$23K 0.1% 120
2024
Q3 		$221K Sell
1,574
-115
-7% -$15.5K 0.1% 123
2024
Q2 		$221K Buy
+1,689
New +$211K 0.11% 119

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

Twin Peaks Wealth Advisors's DFS Position: Q2 2025 in Review

Twin Peaks Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,433 shares — an estimated $229K sold.

Twin Peaks Wealth Advisors first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $248K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Twin Peaks Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,433 Discover Financial Services shares in Q2 2025, an estimated $229K.
  • Twin Peaks Wealth Advisors first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Twin Peaks Wealth Advisors's Discover Financial Services position peaked at $248K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.