GBT
DFS

Grove Bank & Trust’s Discover Financial Services DFS Stock Holding History

Grove Bank & Trust’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
-348
Closed -$59.4K – 871
2025
Q1 		$59.4K Buy
348
+145
+71% +$26.5K 0.01% 391
2024
Q4 		$35.2K Buy
203
+89
+78% +$14.6K ﹤0.01% 399
2024
Q3 		$16K Sell
114
-70
-38% -$9.42K ﹤0.01% 461
2024
Q2 		$24.1K Sell
184
-15
-8% -$1.87K ﹤0.01% 415
2024
Q1 		$26.1K Hold
199
– – ﹤0.01% 425
2023
Q4 		$22.4K Hold
199
– – ﹤0.01% 427
2023
Q3 		$17.2K Buy
199
+165
+485% +$16.4K ﹤0.01% 471
2023
Q2 		$3.97K Hold
34
– – ﹤0.01% 566
2023
Q1 		$3.36K Sell
34
-76
-69% -$8.14K ﹤0.01% 601
2022
Q4 		$11K Buy
+110
New +$11.1K ﹤0.01% 492
2018
Q1 		– Sell
-1,550
Closed -$119K – 238
2017
Q4 		$119K Hold
1,550
– – 0.05% 207
2017
Q3 		$100K Buy
1,550
+1,490
+2,483% +$90.4K 0.05% 223
2017
Q2 		$4K Buy
+60
New +$3.72K ﹤0.01% 582
2016
Q1 		– Sell
-205
Closed -$11K – 284
2015
Q4 		$11K Buy
+205
New +$11.4K 0.01% 267

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 $4.82B AUM 20.19% 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

Grove Bank & Trust's DFS Position: Q2 2025 in Review

Grove Bank & Trust sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 348 shares — an estimated $59.4K sold.

Grove Bank & Trust first reported a position in DFS in Q4 2015 and held it in 14 quarters. The position peaked at $119K in Q4 2017. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Grove Bank & Trust reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Grove Bank & Trust sold 348 Discover Financial Services shares in Q2 2025, an estimated $59.4K.
  • Grove Bank & Trust first reported a position in Discover Financial Services in Q4 2015 and held it in 14 quarters.
  • Grove Bank & Trust's Discover Financial Services position peaked at $119K in Q4 2017.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Grove Bank & Trust's 13F filing for Q2 2025, filed 11 Jul 2025.