GFPC
DFS

Global Financial Private Client’s Discover Financial Services DFS Stock Holding History

Global Financial Private Client’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
-732
Closed -$125K – 572
2025
Q1 		$125K Buy
732
+23
+3% +$4.21K 0.05% 242
2024
Q4 		$123K Buy
709
+9
+1% +$1.48K 0.05% 237
2024
Q3 		$98.2K Hold
700
– – 0.04% 265
2024
Q2 		$91.6K Hold
700
– – 0.04% 247
2024
Q1 		$90.6K Hold
700
– – 0.04% 249
2023
Q4 		$78.7K Hold
700
– – 0.04% 258
2023
Q3 		$63.6K Hold
700
– – 0.03% 264
2023
Q2 		$82.7K Hold
700
– – 0.04% 240
2023
Q1 		$69.2K Hold
700
– – 0.04% 251
2022
Q4 		$68.5K Hold
700
– – 0.04% 241
2022
Q3 		$65.7K Hold
700
– – 0.04% 234
2022
Q2 		$68.4K Hold
700
– – 0.04% 229
2022
Q1 		$77.1K Hold
700
– – 0.04% 229
2021
Q4 		$80.9K Hold
700
– – 0.04% 228
2021
Q3 		$89K Hold
700
– – 0.05% 196
2021
Q2 		$83.8K Hold
700
– – 0.05% 198
2021
Q1 		$68K Hold
700
– – 0.05% 183
2020
Q4 		$63.4K Hold
700
– – 0.05% 173
2020
Q3 		$41.2K Hold
700
– – 0.04% 205
2020
Q2 		$33.8K Hold
700
– – 0.03% 248
2020
Q1 		$22.1K Hold
700
– – 0.02% 302
2019
Q4 		$59.4K Buy
+700
New +$57.7K 0.05% 216

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

Global Financial Private Client's DFS Position: Q2 2025 in Review

Global Financial Private Client sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 732 shares — an estimated $125K sold.

Global Financial Private Client first reported a position in DFS in Q4 2019 and held it in 22 quarters. The position peaked at $125K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Global Financial Private Client reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 732 Discover Financial Services shares in Q2 2025, an estimated $125K.
  • Global Financial Private Client first reported a position in Discover Financial Services in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Discover Financial Services position peaked at $125K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.