GI
DFS

GAMMA Investing’s Discover Financial Services DFS Stock Holding History

GAMMA Investing’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
-4,595
Closed -$784K – 3805
2025
Q1 		$784K Sell
4,595
-50
-1% -$9.14K 0.06% 292
2024
Q4 		$805K Buy
4,645
+742
+19% +$122K 0.07% 256
2024
Q3 		$548K Buy
3,903
+244
+7% +$32.8K 0.05% 311
2024
Q2 		$479K Buy
3,659
+2,123
+138% +$265K 0.07% 270
2024
Q1 		$201K Buy
1,536
+19
+1% +$2.18K 0.04% 384
2023
Q4 		$160K Buy
+1,517
New +$140K 0.04% 373

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

GAMMA Investing's DFS Position: Q2 2025 in Review

GAMMA Investing sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,595 shares — an estimated $784K sold.

GAMMA Investing first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $805K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • GAMMA Investing reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • GAMMA Investing sold 4,595 Discover Financial Services shares in Q2 2025, an estimated $784K.
  • GAMMA Investing first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • GAMMA Investing's Discover Financial Services position peaked at $805K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on GAMMA Investing's 13F filing for Q2 2025, filed 14 Jul 2025.