GKIM
DFS

GW&K Investment Management’s Discover Financial Services DFS Stock Holding History

GW&K Investment Management’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
-135
Closed -$23K – 1006
2025
Q1 		$23K Buy
135
+23
+21% +$4.21K ﹤0.01% 619
2024
Q4 		$19K Buy
112
+7
+7% +$1.15K ﹤0.01% 626
2024
Q3 		$15K Buy
105
+5
+5% +$673 ﹤0.01% 659
2024
Q2 		$13K Buy
100
+17
+20% +$2.12K ﹤0.01% 648
2024
Q1 		$11K Sell
83
-28
-25% -$3.21K ﹤0.01% 670
2023
Q4 		$12K Sell
111
-3
-3% -$277 ﹤0.01% 618
2023
Q3 		$10K Buy
114
+18
+19% +$1.79K ﹤0.01% 608
2023
Q2 		$11K Buy
+96
New +$10.1K ﹤0.01% 577
2022
Q3 		– Sell
-105
Closed -$10K – 508
2022
Q2 		$10K Buy
105
+45
+75% +$4.82K ﹤0.01% 475
2022
Q1 		$7K Buy
+60
New +$7.05K ﹤0.01% 465

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 $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 $5.16B AUM 18.64% 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

GW&K Investment Management's DFS Position: Q2 2025 in Review

GW&K Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 135 shares — an estimated $23K sold.

GW&K Investment Management first reported a position in DFS in Q1 2022 and held it in 10 quarters. The position peaked at $23K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • GW&K Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • GW&K Investment Management sold 135 Discover Financial Services shares in Q2 2025, an estimated $23K.
  • GW&K Investment Management first reported a position in Discover Financial Services in Q1 2022 and held it in 10 quarters.
  • GW&K Investment Management's Discover Financial Services position peaked at $23K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.