GFP
DFS

Gryphon Financial Partners’s Discover Financial Services DFS Stock Holding History

Gryphon Financial Partners’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
-1,388
Closed -$237K – 305
2025
Q1 		$237K Buy
+1,388
New +$254K 0.03% 257
2024
Q4 		– Sell
-2,073
Closed -$291K – 264
2024
Q3 		$291K Buy
2,073
+44
+2% +$5.92K 0.04% 237
2024
Q2 		$265K Buy
2,029
+243
+14% +$30.3K 0.04% 237
2024
Q1 		$234K Buy
+1,786
New +$205K 0.04% 234
2018
Q3 		– Sell
-1,195
Closed -$84K – 320
2018
Q2 		$84K Buy
1,195
+4
+0.3% +$293 0.04% 148
2018
Q1 		$86K Sell
1,191
-28
-2% -$2.16K 0.04% 153
2017
Q4 		$94K Buy
+1,219
New +$83.9K 0.05% 154

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

Gryphon Financial Partners's DFS Position: Q2 2025 in Review

Gryphon Financial Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,388 shares — an estimated $237K sold.

Gryphon Financial Partners first reported a position in DFS in Q4 2017 and held it in 7 quarters. The position peaked at $291K in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Gryphon Financial Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Gryphon Financial Partners sold 1,388 Discover Financial Services shares in Q2 2025, an estimated $237K.
  • Gryphon Financial Partners first reported a position in Discover Financial Services in Q4 2017 and held it in 7 quarters.
  • Gryphon Financial Partners's Discover Financial Services position peaked at $291K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Gryphon Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.