GIA
DFS

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

GHP 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
-1,281
Closed -$219K – 967
2025
Q1 		$219K Buy
1,281
+5
+0.4% +$915 0.01% 366
2024
Q4 		$221K Hold
1,276
– – 0.01% 370
2024
Q3 		$179K Hold
1,276
– – 0.01% 391
2024
Q2 		$167K Hold
1,276
– – 0.01% 390
2024
Q1 		$167K Hold
1,276
– – 0.01% 390
2023
Q4 		$143K Sell
1,276
-93
-7% -$8.6K 0.01% 401
2023
Q3 		$122K Buy
1,369
+93
+7% +$9.24K 0.01% 413
2023
Q2 		$132K Hold
1,276
– – 0.01% 405
2023
Q1 		$126K Hold
1,276
– – 0.01% 411
2022
Q4 		$125K Hold
1,276
– – 0.01% 411
2022
Q3 		$116K Hold
1,276
– – 0.01% 401
2022
Q2 		$121K Sell
1,276
-227
-15% -$24.3K 0.01% 399
2022
Q1 		$166K Buy
+1,503
New +$177K 0.01% 379

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

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

GHP Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,281 shares — an estimated $219K sold.

GHP Investment Advisors first reported a position in DFS in Q1 2022 and held it in 13 quarters. The position peaked at $221K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • GHP Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 1,281 Discover Financial Services shares in Q2 2025, an estimated $219K.
  • GHP Investment Advisors first reported a position in Discover Financial Services in Q1 2022 and held it in 13 quarters.
  • GHP Investment Advisors's Discover Financial Services position peaked at $221K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.