EFG
DFS

Everhart Financial Group’s Discover Financial Services DFS Stock Holding History

Everhart Financial Group’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
-3,067
Closed -$524K – 342
2025
Q1 		$524K Buy
3,067
+251
+9% +$45.9K 0.07% 198
2024
Q4 		$488K Buy
2,816
+177
+7% +$29K 0.1% 195
2024
Q3 		$370K Buy
2,639
+626
+31% +$84.2K 0.08% 232
2024
Q2 		$263K Buy
2,013
+480
+31% +$59.8K 0.07% 242
2024
Q1 		$201K Buy
+1,533
New +$176K 0.06% 266

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

Everhart Financial Group's DFS Position: Q2 2025 in Review

Everhart Financial Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,067 shares — an estimated $524K sold.

Everhart Financial Group first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $524K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Everhart Financial Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Everhart Financial Group sold 3,067 Discover Financial Services shares in Q2 2025, an estimated $524K.
  • Everhart Financial Group first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Everhart Financial Group's Discover Financial Services position peaked at $524K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Everhart Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.