GWSG
DFS

GPS Wealth Strategies Group’s Discover Financial Services DFS Stock Holding History

GPS Wealth Strategies Group’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
-5,656
Closed -$965K – 1643
2025
Q1 		$965K Sell
5,656
-200
-3% -$36.6K 0.13% 117
2024
Q4 		$1.01M Hold
5,856
– – 0.13% 103
2024
Q3 		$822K Sell
5,856
-121
-2% -$16.3K 0.11% 130
2024
Q2 		$782K Sell
5,977
-88
-1% -$11K 0.12% 121
2024
Q1 		$795K Sell
6,065
-84
-1% -$9.63K 0.13% 116
2023
Q4 		$691K Sell
6,149
-100
-2% -$9.24K 0.13% 123
2023
Q3 		$541K Sell
6,249
-263
-4% -$26.1K 0.1% 138
2023
Q2 		$761K Buy
6,512
+78
+1% +$8.17K 0.14% 117
2023
Q1 		$636K Buy
+6,434
New +$689K 0.13% 123
2022
Q4 		– Sell
-5,643
Closed -$513K – 348
2022
Q3 		$513K Buy
5,643
+121
+2% +$12.2K 0.13% 119
2022
Q2 		$522K Sell
5,522
-65
-1% -$6.96K 0.13% 122
2022
Q1 		$616K Buy
5,587
+366
+7% +$43K 0.14% 100
2021
Q4 		$603K Buy
5,221
+52
+1% +$6.15K 0.13% 101
2021
Q3 		$635K Buy
5,169
+1,075
+26% +$135K 0.16% 93
2021
Q2 		$484K Buy
4,094
+524
+15% +$59.2K 0.12% 108
2021
Q1 		$339K Buy
3,570
+100
+3% +$9.43K 0.1% 133
2020
Q4 		$314K Buy
+3,470
New +$259K 0.11% 128

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

GPS Wealth Strategies Group's DFS Position: Q2 2025 in Review

GPS Wealth Strategies Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,656 shares — an estimated $965K sold.

GPS Wealth Strategies Group first reported a position in DFS in Q4 2020 and held it in 17 quarters. The position peaked at $1.01M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • GPS Wealth Strategies Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 5,656 Discover Financial Services shares in Q2 2025, an estimated $965K.
  • GPS Wealth Strategies Group first reported a position in Discover Financial Services in Q4 2020 and held it in 17 quarters.
  • GPS Wealth Strategies Group's Discover Financial Services position peaked at $1.01M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2025, filed 5 Aug 2025.