Winnow Wealth’s Discover Financial Services DFS Stock Holding History

Winnow Wealth’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	Closed	-$1.26K	–	290
2025 Q1	$1.26K	Buy	8 +3	+60%	+$549	﹤0.01%	356
2024 Q4	$861	Buy	+5	New	+$821	﹤0.01%	356

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Winnow Wealth's DFS Position: Q2 2025 in Review

Winnow Wealth sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 8 shares — an estimated $1.26K sold.

Winnow Wealth first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $1.26K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Winnow Wealth reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 8 Discover Financial Services shares in Q2 2025, an estimated $1.26K.
Winnow Wealth first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Discover Financial Services position peaked at $1.26K in Q1 2025.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.