VWWMG
DFS

Vermillion & White Wealth Management Group’s Discover Financial Services DFS Stock Holding History

Vermillion & White Wealth Management Group’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
-369
Closed -$63K – 542
2025
Q1 		$63K Hold
369
– – 0.05% 109
2024
Q4 		$63.9K Sell
369
-369
-50% -$60.6K 0.05% 115
2024
Q3 		$104K Hold
738
– – 0.08% 83
2024
Q2 		$96.5K Hold
738
– – 0.07% 88
2024
Q1 		$96.7K Hold
738
– – 0.08% 84
2023
Q4 		$83K Buy
+738
New +$68.2K 0.08% 67

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

Vermillion & White Wealth Management Group's DFS Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 369 shares — an estimated $63K sold.

Vermillion & White Wealth Management Group first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $104K in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 369 Discover Financial Services shares in Q2 2025, an estimated $63K.
  • Vermillion & White Wealth Management Group first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Vermillion & White Wealth Management Group's Discover Financial Services position peaked at $104K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.