GWA
DFS

Gratus Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Gratus Wealth Advisors’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
-5,557
Closed -$949K – 135
2025
Q1 		$949K Sell
5,557
-202
-4% -$36.9K 0.16% 58
2024
Q4 		$998K Hold
5,759
– – 0.16% 57
2024
Q3 		$830K Hold
5,759
– – 0.14% 76
2024
Q2 		$816K Sell
5,759
-239
-4% -$29.8K 0.14% 71
2024
Q1 		$745K Sell
5,998
-196
-3% -$22.5K 0.14% 72
2023
Q4 		$696K Buy
+6,194
New +$573K 0.14% 68

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

Gratus Wealth Advisors's DFS Position: Q2 2025 in Review

Gratus Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,557 shares — an estimated $949K sold.

Gratus Wealth Advisors first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $998K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Gratus Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 5,557 Discover Financial Services shares in Q2 2025, an estimated $949K.
  • Gratus Wealth Advisors first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Gratus Wealth Advisors's Discover Financial Services position peaked at $998K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Gratus Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.