GVAG
DFS

Great Valley Advisor Group’s Discover Financial Services DFS Stock Holding History

Great Valley Advisor 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
-1,186
Closed -$203K – 902
2025
Q1 		$203K Sell
1,186
-46
-4% -$8.41K ﹤0.01% 836
2024
Q4 		$213K Buy
+1,232
New +$202K ﹤0.01% 797
2022
Q1 		– Sell
-2,256
Closed -$267K – 598
2021
Q4 		$267K Buy
+2,256
New +$267K 0.02% 514

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

Great Valley Advisor Group's DFS Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,186 shares — an estimated $203K sold.

Great Valley Advisor Group first reported a position in DFS in Q4 2021 and held it in 3 quarters. The position peaked at $267K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,186 Discover Financial Services shares in Q2 2025, an estimated $203K.
  • Great Valley Advisor Group first reported a position in Discover Financial Services in Q4 2021 and held it in 3 quarters.
  • Great Valley Advisor Group's Discover Financial Services position peaked at $267K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.