GJWM
DFS

Gilliland Jeter Wealth Management’s Discover Financial Services DFS Stock Holding History

Gilliland Jeter Wealth Management’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
Q1 		– Sell
-1,164
Closed -$202K – 177
2024
Q4 		$202K Hold
1,164
– – 0.07% 166
2024
Q3 		$163K Hold
1,164
– – 0.05% 187
2024
Q2 		$152K Hold
1,164
– – 0.05% 182
2024
Q1 		$153K Buy
+1,164
New +$133K 0.05% 186

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gilliland Jeter Wealth Management's DFS Position: Q1 2025 in Review

Gilliland Jeter Wealth Management sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 1,164 shares — an estimated $202K sold.

Gilliland Jeter Wealth Management first reported a position in DFS in Q1 2024 and held it in 4 quarters. The position peaked at $202K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Gilliland Jeter Wealth Management reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,164 Discover Financial Services shares in Q1 2025, an estimated $202K.
  • Gilliland Jeter Wealth Management first reported a position in Discover Financial Services in Q1 2024 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Discover Financial Services position peaked at $202K in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.