AGWCA
DFS

Annis Gardner Whiting Capital Advisors’s Discover Financial Services DFS Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-141
Closed -$24.1K – 1338
2025
Q1 		$24.1K Sell
141
-6
-4% -$1.1K 0.01% 426
2024
Q4 		$25.5K Buy
147
+6
+4% +$985 0.01% 411
2024
Q3 		$19.8K Sell
141
-4
-3% -$538 0.01% 460
2024
Q2 		$19K Buy
145
+20
+16% +$2.49K 0.01% 577
2024
Q1 		$16.4K Buy
125
+4
+3% +$458 0.01% 592
2023
Q4 		$13.6K Hold
121
– – 0.01% 449
2023
Q3 		$10.5K Buy
+121
New +$12K 0.01% 456

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

Annis Gardner Whiting Capital Advisors's DFS Position: Q2 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 141 shares — an estimated $24.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DFS in Q3 2023 and held it in 7 quarters. The position peaked at $25.5K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 141 Discover Financial Services shares in Q2 2025, an estimated $24.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Discover Financial Services in Q3 2023 and held it in 7 quarters.
  • Annis Gardner Whiting Capital Advisors's Discover Financial Services position peaked at $25.5K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.