GD
DFS

Grandfield & Dodd’s Discover Financial Services DFS Stock Holding History

Grandfield & Dodd’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
-2,376
Closed -$406K – 213
2025
Q1 		$406K Buy
2,376
+1
+0% +$183 0.03% 148
2024
Q4 		$411K Buy
2,375
+1
+0% +$164 0.03% 152
2024
Q3 		$333K Buy
2,374
+1
+0% +$135 0.02% 165
2024
Q2 		$310K Hold
2,373
– – 0.02% 170
2024
Q1 		$311K Hold
2,373
– – 0.02% 168
2023
Q4 		$267K Hold
2,373
– – 0.02% 169
2023
Q3 		$206K Hold
2,373
– – 0.02% 184
2023
Q2 		$277K Sell
2,373
-459
-16% -$48.1K 0.02% 164
2023
Q1 		$280K Hold
2,832
– – 0.02% 169
2022
Q4 		$277K Hold
2,832
– – 0.02% 162
2022
Q3 		$260K Hold
2,832
– – 0.02% 160
2022
Q2 		$270K Buy
2,832
+250
+10% +$26.8K 0.02% 163
2022
Q1 		$280K Hold
2,582
– – 0.02% 173
2021
Q4 		$300K Hold
2,582
– – 0.02% 172
2021
Q3 		$320K Hold
2,582
– – 0.02% 167
2021
Q2 		$310K Hold
2,582
– – 0.02% 163
2021
Q1 		$250K Hold
2,582
– – 0.02% 169
2020
Q4 		$230K Buy
+2,582
New +$193K 0.02% 176
2020
Q1 		– Sell
-2,622
Closed -$222K – 172
2019
Q4 		$222K Hold
2,622
– – 0.02% 176
2019
Q3 		$213K Hold
2,622
– – 0.02% 173
2019
Q2 		$203K Buy
+2,622
New +$203K 0.02% 178
2018
Q4 		– Sell
-2,622
Closed -$200K – 169
2018
Q3 		$200K Buy
+2,622
New +$197K 0.02% 182
2018
Q1 		– Sell
-2,622
Closed -$202K – 179
2017
Q4 		$202K Buy
+2,622
New +$180K 0.02% 182
2014
Q3 		– Sell
-4,682
Closed -$290K – 167
2014
Q2 		$290K Hold
4,682
– – 0.04% 153
2014
Q1 		$272K Hold
4,682
– – 0.04% 154
2013
Q4 		$262K Sell
4,682
-100
-2% -$5.24K 0.04% 152
2013
Q3 		$242K Sell
4,782
-100
-2% -$5K 0.04% 149
2013
Q2 		$233K Buy
+4,882
New +$224K 0.04% 154

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Grandfield & Dodd's DFS Position: Q2 2025 in Review

Grandfield & Dodd sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,376 shares — an estimated $406K sold.

Grandfield & Dodd first reported a position in DFS in Q2 2013 and held it in 28 quarters. The position peaked at $411K in Q4 2024. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Grandfield & Dodd reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Grandfield & Dodd sold 2,376 Discover Financial Services shares in Q2 2025, an estimated $406K.
  • Grandfield & Dodd first reported a position in Discover Financial Services in Q2 2013 and held it in 28 quarters.
  • Grandfield & Dodd's Discover Financial Services position peaked at $411K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Grandfield & Dodd's 13F filing for Q2 2025, filed 8 Aug 2025.