WWM
DFS

Western Wealth Management’s Discover Financial Services DFS Stock Holding History

Western Wealth Management’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
-2,032
Closed -$347K – 727
2025
Q1 		$347K Buy
2,032
+267
+15% +$48.8K 0.02% 486
2024
Q4 		$306K Sell
1,765
-250
-12% -$41K 0.02% 517
2024
Q3 		$283K Sell
2,015
-272
-12% -$36.6K 0.02% 617
2024
Q2 		$299K Hold
2,287
– – 0.02% 500
2024
Q1 		$300K Sell
2,287
-11
-0.5% -$1.26K 0.02% 503
2023
Q4 		$258K Sell
2,298
-26
-1% -$2.4K 0.02% 591
2023
Q3 		$201K Buy
2,324
+1
+0% +$99 0.02% 613
2023
Q2 		$271K Buy
2,323
+11
+0.5% +$1.15K 0.02% 528
2023
Q1 		$229K Sell
2,312
-315
-12% -$33.7K 0.02% 574
2022
Q4 		$257K Sell
2,627
-3,105
-54% -$312K 0.03% 506
2022
Q3 		$520K Buy
5,732
+5
+0.1% +$506 0.03% 469
2022
Q2 		$542K Sell
5,727
-1
-0% -$107 0.03% 453
2022
Q1 		$631K Buy
5,728
+3,023
+112% +$355K 0.03% 461
2021
Q4 		$311K Buy
+2,705
New +$320K 0.03% 457
2021
Q2 		$337K Buy
2,841
+112
+4% +$12.7K 0.03% 458
2021
Q1 		$259K Buy
2,729
+149
+6% +$14.1K 0.03% 441
2020
Q4 		$234K Buy
+2,580
New +$192K 0.03% 411
2020
Q1 		– Sell
-3,416
Closed -$290K – 383
2019
Q4 		$290K Sell
3,416
-54
-2% -$4.45K 0.04% 318
2019
Q3 		$280K Buy
3,470
+52
+2% +$4.29K 0.06% 305
2019
Q2 		$267K Hold
3,418
– – 0.04% 327
2019
Q1 		$243K Sell
3,418
-503
-13% -$34.4K 0.05% 326
2018
Q4 		$230K Buy
+3,921
New +$271K 0.06% 299

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

Western Wealth Management's DFS Position: Q2 2025 in Review

Western Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,032 shares — an estimated $347K sold.

Western Wealth Management first reported a position in DFS in Q4 2018 and held it in 22 quarters. The position peaked at $631K in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Western Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 2,032 Discover Financial Services shares in Q2 2025, an estimated $347K.
  • Western Wealth Management first reported a position in Discover Financial Services in Q4 2018 and held it in 22 quarters.
  • Western Wealth Management's Discover Financial Services position peaked at $631K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.