WWM
DFS

Wolff Wiese Magana’s Discover Financial Services DFS Stock Holding History

Wolff Wiese Magana’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
-5
Closed -$854 – 1004
2025
Q1 		$854 Hold
5
– – ﹤0.01% 871
2024
Q4 		$867 Hold
5
– – ﹤0.01% 837
2024
Q3 		$702 Hold
5
– – ﹤0.01% 890
2024
Q2 		$655 Hold
5
– – ﹤0.01% 680
2024
Q1 		$656 Hold
5
– – ﹤0.01% 617
2023
Q4 		$562 Buy
+5
New +$462 ﹤0.01% 616
2023
Q3 		– Sell
-15
Closed -$1.75K – 816
2023
Q2 		$1.75K Hold
15
– – ﹤0.01% 563
2023
Q1 		$1.48K Hold
15
– – ﹤0.01% 540
2022
Q4 		$1.47K Sell
15
-48
-76% -$4.83K ﹤0.01% 531
2022
Q3 		$5K Hold
63
– – ﹤0.01% 600
2022
Q2 		$6K Buy
63
+15
+31% +$1.6K ﹤0.01% 604
2022
Q1 		$5K Hold
48
– – ﹤0.01% 632
2021
Q4 		$6K Hold
48
– – ﹤0.01% 604
2021
Q3 		$6K Sell
48
-30
-38% -$3.76K ﹤0.01% 596
2021
Q2 		$10K Buy
78
+13
+20% +$1.47K 0.01% 509
2021
Q1 		$6K Sell
65
-1,609
-96% -$152K ﹤0.01% 559
2020
Q4 		$152K Buy
+1,674
New +$125K 0.13% 141

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

Wolff Wiese Magana's DFS Position: Q2 2025 in Review

Wolff Wiese Magana sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5 shares — an estimated $854 sold.

Wolff Wiese Magana first reported a position in DFS in Q4 2020 and held it in 17 quarters. The position peaked at $152K in Q4 2020. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wolff Wiese Magana reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 5 Discover Financial Services shares in Q2 2025, an estimated $854.
  • Wolff Wiese Magana first reported a position in Discover Financial Services in Q4 2020 and held it in 17 quarters.
  • Wolff Wiese Magana's Discover Financial Services position peaked at $152K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wolff Wiese Magana's 13F filing for Q2 2025, filed 17 Jul 2025.