Wealthfront Advisers
DFS

Wealthfront Advisers’s Discover Financial Services DFS Stock Holding History

Wealthfront Advisers’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
-38,467
Closed -$6.57M – 972
2025
Q1 		$6.57M Buy
38,467
+7,558
+24% +$1.38M 0.02% 289
2024
Q4 		$5.35M Buy
30,909
+3,985
+15% +$654K 0.02% 314
2024
Q3 		$3.78M Buy
26,924
+9,762
+57% +$1.31M 0.01% 375
2024
Q2 		$2.24M Sell
17,162
-1,361
-7% -$170K 0.01% 457
2024
Q1 		$2.43M Buy
18,523
+912
+5% +$105K 0.01% 441
2023
Q4 		$1.98M Sell
17,611
-110
-0.6% -$10.2K 0.01% 468
2023
Q3 		$1.54M Sell
17,721
-4,798
-21% -$477K 0.01% 476
2023
Q2 		$2.63M Buy
22,519
+849
+4% +$89K 0.01% 363
2023
Q1 		$2.14M Sell
21,670
-1,658
-7% -$177K 0.01% 397
2022
Q4 		$2.28M Buy
23,328
+234
+1% +$23.5K 0.01% 374
2022
Q3 		$2.1M Buy
23,094
+338
+1% +$34.2K 0.01% 364
2022
Q2 		$2.15M Sell
22,756
-2,499
-10% -$267K 0.01% 363
2022
Q1 		$2.78M Sell
25,255
-9,998
-28% -$1.17M 0.01% 326
2021
Q4 		$4.07M Sell
35,253
-2,140
-6% -$253K 0.02% 228
2021
Q3 		$4.59M Buy
37,393
+5,656
+18% +$709K 0.02% 173
2021
Q2 		$3.75M Buy
31,737
+6,285
+25% +$711K 0.02% 171
2021
Q1 		$2.42M Buy
25,452
+1,896
+8% +$179K 0.01% 223
2020
Q4 		$2.13M Buy
23,556
+1,758
+8% +$131K 0.01% 211
2020
Q3 		$1.26M Buy
21,798
+1,710
+9% +$89.6K 0.01% 280
2020
Q2 		$1.01M Buy
+20,088
New +$884K 0.01% 313
2020
Q1 		– Sell
-12,958
Closed -$1.1M – 448
2019
Q4 		$1.1M Sell
12,958
-29
-0.2% -$2.39K 0.01% 301
2019
Q3 		$1.05M Buy
12,987
+332
+3% +$27.4K 0.01% 282
2019
Q2 		$982K Buy
12,655
+2,483
+24% +$192K 0.01% 282
2019
Q1 		$724K Buy
10,172
+533
+6% +$36.5K 0.01% 311
2018
Q4 		$569K Buy
+9,639
New +$665K 0.01% 340

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

Wealthfront Advisers's DFS Position: Q2 2025 in Review

Wealthfront Advisers sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 38,467 shares — an estimated $6.57M sold.

Wealthfront Advisers first reported a position in DFS in Q4 2018 and held it in 25 quarters. The position peaked at $6.57M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wealthfront Advisers reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wealthfront Advisers sold 38,467 Discover Financial Services shares in Q2 2025, an estimated $6.57M.
  • Wealthfront Advisers first reported a position in Discover Financial Services in Q4 2018 and held it in 25 quarters.
  • Wealthfront Advisers's Discover Financial Services position peaked at $6.57M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wealthfront Advisers's 13F filing for Q2 2025, filed 31 Jul 2025.