CIA
DFS

Choate Investment Advisors’s Discover Financial Services DFS Stock Holding History

Choate Investment 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
-6,460
Closed -$1.1M – 480
2025
Q1 		$1.1M Buy
6,460
+816
+14% +$149K 0.03% 175
2024
Q4 		$978K Buy
5,644
+231
+4% +$37.9K 0.02% 197
2024
Q3 		$759K Buy
5,413
+286
+6% +$38.5K 0.02% 219
2024
Q2 		$671K Sell
5,127
-2,688
-34% -$335K 0.02% 226
2024
Q1 		$1.02M Sell
7,815
-462
-6% -$53K 0.03% 197
2023
Q4 		$930K Buy
8,277
+2,418
+41% +$224K 0.03% 191
2023
Q3 		$508K Buy
5,859
+323
+6% +$32.1K 0.02% 238
2023
Q2 		$647K Buy
5,536
+18
+0.3% +$1.89K 0.03% 182
2023
Q1 		$545K Sell
5,518
-1,420
-20% -$152K 0.03% 176
2022
Q4 		$679K Buy
6,938
+1,860
+37% +$187K 0.04% 151
2022
Q3 		$462K Sell
5,078
-45
-0.9% -$4.55K 0.03% 166
2022
Q2 		$485K Sell
5,123
-23,248
-82% -$2.49M 0.03% 169
2022
Q1 		$3.13M Buy
+28,371
New +$3.33M 0.17% 58

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

Choate Investment Advisors's DFS Position: Q2 2025 in Review

Choate Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,460 shares — an estimated $1.1M sold.

Choate Investment Advisors first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $3.13M in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Choate Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 6,460 Discover Financial Services shares in Q2 2025, an estimated $1.1M.
  • Choate Investment Advisors first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • Choate Investment Advisors's Discover Financial Services position peaked at $3.13M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Choate Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.