WANY
DFS

Wealthspire Advisors (New York)’s Discover Financial Services DFS Stock Holding History

Wealthspire Advisors (New York)’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
-8,942
Closed -$1.53M – 854
2025
Q1 		$1.53M Buy
8,942
+4,143
+86% +$758K 0.01% 313
2024
Q4 		$831K Sell
4,799
-318
-6% -$52.2K 0.01% 408
2024
Q3 		$718K Buy
5,117
+1,674
+49% +$225K 0.01% 428
2024
Q2 		$450K Buy
3,443
+490
+17% +$61.1K 0.01% 452
2024
Q1 		$387K Sell
2,953
-168
-5% -$19.3K 0.01% 473
2023
Q4 		$351K Buy
3,121
+99
+3% +$9.15K 0.01% 486
2023
Q3 		$262K Hold
3,022
– – ﹤0.01% 507
2023
Q2 		$353K Sell
3,022
-20
-0.7% -$2.1K 0.01% 432
2023
Q1 		$301K Sell
3,042
-502
-14% -$53.7K 0.01% 443
2022
Q4 		$347K Buy
3,544
+596
+20% +$60K 0.01% 433
2022
Q3 		$268K Sell
2,948
-24
-0.8% -$2.43K 0.01% 430
2022
Q2 		$281K Buy
2,972
+670
+29% +$71.7K 0.01% 412
2022
Q1 		$254K Sell
2,302
-281
-11% -$33K 0.01% 379
2021
Q4 		$299K Sell
2,583
-924
-26% -$109K 0.01% 422
2021
Q3 		$431K Buy
+3,507
New +$440K 0.01% 387
2021
Q2 		– Sell
-7,571
Closed -$719K – 446
2021
Q1 		$719K Buy
7,571
+3,878
+105% +$366K 0.02% 319
2020
Q4 		$334K Buy
+3,693
New +$276K 0.01% 405
2019
Q1 		– Sell
-153
Closed -$9K – 231
2018
Q4 		$9K Buy
+153
New +$10.6K ﹤0.01% 521

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

Wealthspire Advisors (New York)'s DFS Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 8,942 shares — an estimated $1.53M sold.

Wealthspire Advisors (New York) first reported a position in DFS in Q4 2018 and held it in 18 quarters. The position peaked at $1.53M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wealthspire Advisors (New York) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8,942 Discover Financial Services shares in Q2 2025, an estimated $1.53M.
  • Wealthspire Advisors (New York) first reported a position in Discover Financial Services in Q4 2018 and held it in 18 quarters.
  • Wealthspire Advisors (New York)'s Discover Financial Services position peaked at $1.53M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.