GGS
DFS

Galvin Gaustad & Stein’s Discover Financial Services DFS Stock Holding History

Galvin Gaustad & Stein’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
-7,993
Closed -$1.36M – 194
2025
Q1 		$1.36M Sell
7,993
-997
-11% -$182K 0.12% 86
2024
Q4 		$1.56M Sell
8,990
-19
-0.2% -$3.12K 0.14% 82
2024
Q3 		$1.26M Sell
9,009
-75
-0.8% -$10.1K 0.11% 87
2024
Q2 		$1.19M Sell
9,084
-70
-0.8% -$8.73K 0.11% 85
2024
Q1 		$1.2M Sell
9,154
-175
-2% -$20.1K 0.11% 85
2023
Q4 		$1.05M Sell
9,329
-505
-5% -$46.7K 0.1% 88
2023
Q3 		$852K Sell
9,834
-809
-8% -$80.3K 0.09% 90
2023
Q2 		$1.24M Sell
10,643
-35
-0.3% -$3.67K 0.12% 82
2023
Q1 		$1.06M Sell
10,678
-3,291
-24% -$352K 0.1% 83
2022
Q4 		$1.37M Sell
13,969
-3,936
-22% -$396K 0.14% 78
2022
Q3 		$1.63M Sell
17,905
-119,760
-87% -$12.1M 0.17% 81
2022
Q2 		$13M Buy
137,665
+9,515
+7% +$1.02M 1.32% 33
2022
Q1 		$14.1M Buy
128,150
+7,602
+6% +$893K 1.27% 32
2021
Q4 		$13.9M Buy
120,548
+4,924
+4% +$582K 1.2% 34
2021
Q3 		$14.2M Buy
115,624
+735
+0.6% +$92.1K 1.37% 27
2021
Q2 		$13.6M Buy
114,889
+3,258
+3% +$368K 1.29% 34
2021
Q1 		$10.6M Sell
111,631
-3,659
-3% -$345K 1.07% 39
2020
Q4 		$10.4M Buy
+115,290
New +$8.6M 1.1% 37

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

Galvin Gaustad & Stein's DFS Position: Q2 2025 in Review

Galvin Gaustad & Stein sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 7,993 shares — an estimated $1.36M sold.

Galvin Gaustad & Stein first reported a position in DFS in Q4 2020 and held it in 18 quarters. The position peaked at $14.2M in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Galvin Gaustad & Stein reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 7,993 Discover Financial Services shares in Q2 2025, an estimated $1.36M.
  • Galvin Gaustad & Stein first reported a position in Discover Financial Services in Q4 2020 and held it in 18 quarters.
  • Galvin Gaustad & Stein's Discover Financial Services position peaked at $14.2M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2025, filed 24 Jul 2025.