GIA
DFS

Gladstone Institutional Advisory’s Discover Financial Services DFS Stock Holding History

Gladstone Institutional Advisory’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
-1,805
Closed -$308K – 759
2025
Q1 		$308K Sell
1,805
-3
-0.2% -$549 0.01% 583
2024
Q4 		$313K Hold
1,808
– – 0.01% 568
2024
Q3 		$254K Buy
1,808
+20
+1% +$2.69K 0.01% 603
2024
Q2 		$234K Buy
+1,788
New +$223K 0.01% 590
2024
Q1 		– Sell
-2,987
Closed -$336K – 656
2023
Q4 		$336K Buy
+2,987
New +$276K 0.02% 497
2022
Q3 		– Sell
-2,976
Closed -$281K – 642
2022
Q2 		$281K Sell
2,976
-491
-14% -$52.5K 0.02% 517
2022
Q1 		$382K Sell
3,467
-685
-16% -$80.5K 0.03% 490
2021
Q4 		$480K Buy
4,152
+274
+7% +$32.4K 0.04% 388
2021
Q3 		$476K Buy
3,878
+1,547
+66% +$194K 0.05% 338
2021
Q2 		$276K Buy
+2,331
New +$264K 0.03% 419

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

Gladstone Institutional Advisory's DFS Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,805 shares — an estimated $308K sold.

Gladstone Institutional Advisory first reported a position in DFS in Q2 2021 and held it in 10 quarters. The position peaked at $480K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,805 Discover Financial Services shares in Q2 2025, an estimated $308K.
  • Gladstone Institutional Advisory first reported a position in Discover Financial Services in Q2 2021 and held it in 10 quarters.
  • Gladstone Institutional Advisory's Discover Financial Services position peaked at $480K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.