RWML
DFS

RAFFA WEALTH MANAGEMENT, LLC’s Discover Financial Services DFS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-27
Closed -$4.61K – 1113
2025
Q1 		$4.61K Sell
27
-29
-52% -$5.3K ﹤0.01% 440
2024
Q4 		$9.7K Hold
56
– – ﹤0.01% 333
2024
Q3 		$7.86K Hold
56
– – ﹤0.01% 347
2024
Q2 		$7.33K Hold
56
– – ﹤0.01% 494
2024
Q1 		$7.34K Buy
+56
New +$6.42K ﹤0.01% 465
2023
Q3 		$6.5K Buy
+75
New +$7.45K ﹤0.01% 341
2022
Q4 		$7.34K Hold
75
– – ﹤0.01% 329
2022
Q3 		$6.82K Buy
+75
New +$7.59K ﹤0.01% 331
2021
Q4 		$11.4K Buy
99
+43
+77% +$5.09K ﹤0.01% 282
2021
Q3 		$6.88K Hold
56
– – ﹤0.01% 312
2021
Q2 		$6.62K Buy
+56
New +$6.33K ﹤0.01% 325
2020
Q4 		$4.44K Buy
+49
New +$3.66K ﹤0.01% 387
2020
Q2 		$2.45K Buy
49
+8
+20% +$352 ﹤0.01% 436
2020
Q1 		$1.46K Buy
+41
New +$2.72K ﹤0.01% 488
2019
Q3 		$40.4K Buy
+498
New +$41.1K 0.01% 146
2018
Q1 		$2.16K Buy
+30
New +$2.32K ﹤0.01% 341
2016
Q3 		$622 Buy
+11
New +$630 ﹤0.01% 624
2016
Q1 		$560 Hold
11
– – ﹤0.01% 642
2015
Q4 		$590 Buy
+11
New +$610 ﹤0.01% 609
2015
Q2 		$634 Hold
11
– – ﹤0.01% 582
2015
Q1 		$620 Hold
11
– – ﹤0.01% 592
2014
Q4 		$720 Sell
11
-150
-93% -$9.63K ﹤0.01% 474
2014
Q3 		$10.4K Buy
161
+11
+7% +$690 0.01% 139
2014
Q2 		$9.3K Hold
150
– – 0.01% 144
2014
Q1 		$8.73K Buy
150
+139
+1,264% +$7.79K 0.01% 141
2013
Q4 		$720 Buy
+11
New +$577 ﹤0.01% 474

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

RAFFA WEALTH MANAGEMENT, LLC's DFS Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 27 shares — an estimated $4.61K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFS in Q4 2013 and held it in 26 quarters. The position peaked at $40.4K in Q3 2019. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 27 Discover Financial Services shares in Q2 2025, an estimated $4.61K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Discover Financial Services in Q4 2013 and held it in 26 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Discover Financial Services position peaked at $40.4K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.