HAIM
DFS

Hunter Associates Investment Management’s Discover Financial Services DFS Stock Holding History

Hunter Associates 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
-2,800
Closed -$478K – 254
2025
Q1 		$478K Hold
2,800
– – 0.07% 177
2024
Q4 		$485K Hold
2,800
– – 0.07% 173
2024
Q3 		$393K Hold
2,800
– – 0.06% 193
2024
Q2 		$367K Hold
2,800
– – 0.06% 196
2024
Q1 		$367K Sell
2,800
-400
-13% -$45.8K 0.06% 201
2023
Q4 		$360K Hold
3,200
– – 0.07% 198
2023
Q3 		$277K Buy
3,200
+400
+14% +$39.7K 0.06% 215
2023
Q2 		$327K Hold
2,800
– – 0.06% 197
2023
Q1 		$277K Sell
2,800
-25
-0.9% -$2.68K 0.06% 212
2022
Q4 		$276K Sell
2,825
-26
-0.9% -$2.62K 0.07% 180
2022
Q3 		$260K Hold
2,851
– – 0.07% 184
2022
Q2 		$270K Sell
2,851
-1,149
-29% -$123K 0.07% 179
2022
Q1 		$441K Hold
4,000
– – 0.14% 92
2021
Q4 		$462K Hold
4,000
– – 0.13% 95
2021
Q3 		$491K Hold
4,000
– – 0.16% 85
2021
Q2 		$473K Buy
4,000
+1,200
+43% +$136K 0.15% 90
2021
Q1 		$266K Hold
2,800
– – 0.06% 176
2020
Q4 		$253K Buy
+2,800
New +$209K 0.06% 170
2020
Q1 		– Sell
-2,800
Closed -$237K – 158
2019
Q4 		$237K Hold
2,800
– – 0.07% 149
2019
Q3 		$227K Hold
2,800
– – 0.08% 145
2019
Q2 		$217K Buy
+2,800
New +$217K 0.07% 152
2018
Q4 		– Sell
-2,800
Closed -$214K – 155
2018
Q3 		$214K Buy
+2,800
New +$211K 0.07% 155
2018
Q2 		– Sell
-2,800
Closed -$201K – 159
2018
Q1 		$201K Hold
2,800
– – 0.08% 154
2017
Q4 		$215K Buy
+2,800
New +$193K 0.08% 154
2017
Q1 		– Sell
-3,300
Closed -$238K – 160
2016
Q4 		$238K Buy
+3,300
New +$210K 0.1% 141
2015
Q3 		– Sell
-3,600
Closed -$207K – 140
2015
Q2 		$207K Buy
+3,600
New +$211K 0.09% 135

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

Hunter Associates Investment Management's DFS Position: Q2 2025 in Review

Hunter Associates Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,800 shares — an estimated $478K sold.

Hunter Associates Investment Management first reported a position in DFS in Q2 2015 and held it in 26 quarters. The position peaked at $491K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Hunter Associates Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Hunter Associates Investment Management sold 2,800 Discover Financial Services shares in Q2 2025, an estimated $478K.
  • Hunter Associates Investment Management first reported a position in Discover Financial Services in Q2 2015 and held it in 26 quarters.
  • Hunter Associates Investment Management's Discover Financial Services position peaked at $491K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Hunter Associates Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.