HighTower Advisors
DFS

HighTower Advisors’s Discover Financial Services DFS Stock Holding History

HighTower 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
2024
Q1 		– Sell
-30,000
Closed -$6.11K – 3705
2023
Q4 		$6.11K Buy
30,000
+29,749
+11,852% +$2.75M ﹤0.01% 3464
2023
Q3 		$85.5K Buy
+251
New +$24.9K ﹤0.01% 3132
2021
Q2 		– Sell
-350
Closed -$54K – 3211
2021
Q1 		$54K Buy
+350
New +$33K ﹤0.01% 2825
2018
Q3 		– Sell
-14,000
Closed -$49K – 2318
2018
Q2 		$49K Buy
+14,000
New +$1.03M ﹤0.01% 2063

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

HighTower Advisors's DFS Position: Q2 2025 in Review

HighTower Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 52,378 shares — an estimated $8.94M sold.

HighTower Advisors first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $10.5M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • HighTower Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 52,378 Discover Financial Services shares in Q2 2025, an estimated $8.94M.
  • HighTower Advisors first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • HighTower Advisors's Discover Financial Services position peaked at $10.5M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.