AIM
DFS

Anchor Investment Management’s Discover Financial Services DFS Stock Holding History

Anchor Investment 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
-371
Closed -$63.3K – 1049
2025
Q1 		$63.3K Hold
371
– – 0.01% 532
2024
Q4 		$64.3K Hold
371
– – 0.01% 532
2024
Q3 		$52K Hold
371
– – ﹤0.01% 562
2024
Q2 		$48.5K Hold
371
– – 0.01% 524
2024
Q1 		$48.6K Hold
371
– – 0.01% 540
2023
Q4 		$41.7K Hold
371
– – ﹤0.01% 546
2023
Q3 		$32.1K Hold
371
– – ﹤0.01% 581
2023
Q2 		$43.4K Hold
371
– – 0.01% 527
2023
Q1 		$36.7K Buy
371
+321
+642% +$34.4K 0.01% 577
2022
Q4 		$4.89K Hold
50
– – ﹤0.01% 797
2022
Q3 		$4.55K Hold
50
– – ﹤0.01% 809
2022
Q2 		$4.73K Hold
50
– – ﹤0.01% 813
2022
Q1 		$5.51K Hold
50
– – ﹤0.01% 828
2021
Q4 		$5.78K Sell
50
-53
-51% -$6.27K ﹤0.01% 855
2021
Q3 		$12.7K Buy
103
+53
+106% +$6.64K ﹤0.01% 686
2021
Q2 		$5.92K Hold
50
– – ﹤0.01% 790
2021
Q1 		$4.75K Hold
50
– – ﹤0.01% 787
2020
Q4 		$4.53K Hold
50
– – ﹤0.01% 763
2020
Q3 		$2.89K Sell
50
-1,203
-96% -$63K ﹤0.01% 776
2020
Q2 		$62.8K Hold
1,253
– – 0.01% 402
2020
Q1 		$44.7K Buy
1,253
+1,203
+2,406% +$79.7K 0.01% 442
2019
Q4 		$4.24K Hold
50
– – ﹤0.01% 719
2019
Q3 		$4.05K Hold
50
– – ﹤0.01% 713
2019
Q2 		$3.88K Hold
50
– – ﹤0.01% 709
2019
Q1 		$3.56K Hold
50
– – ﹤0.01% 713
2018
Q4 		$2.95K Hold
50
– – ﹤0.01% 737
2018
Q3 		$3.82K Hold
50
– – ﹤0.01% 743
2018
Q2 		$3.52K Hold
50
– – ﹤0.01% 765
2018
Q1 		$3.6K Hold
50
– – ﹤0.01% 738
2017
Q4 		$3.85K Hold
50
– – ﹤0.01% 736
2017
Q3 		$3.22K Hold
50
– – ﹤0.01% 718
2017
Q2 		$3.11K Sell
50
-300
-86% -$18.6K ﹤0.01% 662
2017
Q1 		$23.9K Hold
350
– – 0.01% 470
2016
Q4 		$25.2K Buy
350
+300
+600% +$19.1K 0.01% 448
2016
Q3 		$2.83K Hold
50
– – ﹤0.01% 618
2016
Q2 		$2.68K Hold
50
– – ﹤0.01% 616
2016
Q1 		$2.55K Buy
+50
New +$2.41K ﹤0.01% 606

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

Anchor Investment Management's DFS Position: Q2 2025 in Review

Anchor Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 371 shares — an estimated $63.3K sold.

Anchor Investment Management first reported a position in DFS in Q1 2016 and held it in 37 quarters. The position peaked at $64.3K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Anchor Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Anchor Investment Management sold 371 Discover Financial Services shares in Q2 2025, an estimated $63.3K.
  • Anchor Investment Management first reported a position in Discover Financial Services in Q1 2016 and held it in 37 quarters.
  • Anchor Investment Management's Discover Financial Services position peaked at $64.3K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Anchor Investment Management's 13F filing for Q2 2025, filed 19 Aug 2025.