WPC
DFS

Wedmont Private Capital’s Discover Financial Services DFS Stock Holding History

Wedmont Private Capital’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
-2,871
Closed -$451K – 746
2025
Q1 		$451K Buy
2,871
+69
+2% +$12.6K 0.02% 409
2024
Q4 		$475K Buy
2,802
+129
+5% +$21.2K 0.03% 389
2024
Q3 		$385K Sell
2,673
-35
-1% -$4.71K 0.02% 439
2024
Q2 		$356K Buy
2,708
+591
+28% +$73.7K 0.02% 441
2024
Q1 		$265K Buy
+2,117
New +$243K 0.02% 482
2023
Q3 		– Sell
-2,953
Closed -$350K – 512
2023
Q2 		$350K Sell
2,953
-53
-2% -$5.55K 0.04% 344
2023
Q1 		$295K Buy
+3,006
New +$322K 0.04% 354
2022
Q1 		– Sell
-1,576
Closed -$204K – 323
2021
Q4 		$204K Buy
+1,576
New +$186K 0.06% 232

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

Wedmont Private Capital's DFS Position: Q2 2025 in Review

Wedmont Private Capital sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,871 shares — an estimated $451K sold.

Wedmont Private Capital first reported a position in DFS in Q4 2021 and held it in 8 quarters. The position peaked at $475K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wedmont Private Capital reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 2,871 Discover Financial Services shares in Q2 2025, an estimated $451K.
  • Wedmont Private Capital first reported a position in Discover Financial Services in Q4 2021 and held it in 8 quarters.
  • Wedmont Private Capital's Discover Financial Services position peaked at $475K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wedmont Private Capital's 13F filing for Q2 2025, filed 10 Jul 2025.