3IP
DFS

3Chopt Investment Partners’s Discover Financial Services DFS Stock Holding History

3Chopt Investment Partners’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
-2,842
Closed -$485K – 235
2025
Q1 		$485K Buy
+2,842
New +$520K 0.13% 136
2024
Q3 		– Sell
-3,641
Closed -$476K – 101
2024
Q2 		$476K Buy
+3,641
New +$454K 0.15% 122
2024
Q1 		– Sell
-4,521
Closed -$508K – 94
2023
Q4 		$508K Buy
+4,521
New +$418K 0.19% 103
2023
Q3 		– Sell
-2,557
Closed -$299K – 82
2023
Q2 		$299K Sell
2,557
-541
-17% -$56.7K 0.15% 116
2023
Q1 		$306K Buy
3,098
+723
+30% +$77.4K 0.16% 115
2022
Q4 		$232K Buy
+2,375
New +$239K 0.13% 125

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

3Chopt Investment Partners's DFS Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,842 shares — an estimated $485K sold.

3Chopt Investment Partners first reported a position in DFS in Q4 2022 and held it in 6 quarters. The position peaked at $508K in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • 3Chopt Investment Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,842 Discover Financial Services shares in Q2 2025, an estimated $485K.
  • 3Chopt Investment Partners first reported a position in Discover Financial Services in Q4 2022 and held it in 6 quarters.
  • 3Chopt Investment Partners's Discover Financial Services position peaked at $508K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.