PIP
DFS

Peachtree Investment Partners’s Discover Financial Services DFS Stock Holding History

Peachtree Investment 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
-2,520
Closed -$430K – 127
2025
Q1 		$430K Hold
2,520
– – 0.17% 55
2024
Q4 		$436K Hold
2,520
– – 0.16% 50
2024
Q3 		$353K Hold
2,520
– – 0.13% 60
2024
Q2 		$330K Hold
2,520
– – 0.13% 57
2024
Q1 		$330K Hold
2,520
– – 0.13% 58
2023
Q4 		$283K Hold
2,520
– – 0.12% 71
2023
Q3 		$218K Buy
2,520
+20
+0.8% +$1.99K 0.11% 77
2023
Q2 		$292K Hold
2,500
– – 0.13% 71
2023
Q1 		$247K Hold
2,500
– – 0.15% 64
2022
Q4 		$245K Hold
2,500
– – 0.15% 72
2022
Q3 		$227K Hold
2,500
– – 0.15% 64
2022
Q2 		$236K Hold
2,500
– – 0.15% 72
2022
Q1 		$275K Hold
2,500
– – 0.13% 79
2021
Q4 		$289K Hold
2,500
– – 0.12% 71
2021
Q3 		$307K Hold
2,500
– – 0.15% 62
2021
Q2 		$296K Hold
2,500
– – 0.14% 64
2021
Q1 		$237K Hold
2,500
– – 0.14% 67
2020
Q4 		$226K Buy
+2,500
New +$187K 0.13% 68
2020
Q1 		– Sell
-2,554
Closed -$217K – 69
2019
Q4 		$217K Hold
2,554
– – 0.15% 61
2019
Q3 		$207K Buy
+2,554
New +$211K 0.16% 63

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

Peachtree Investment Partners's DFS Position: Q2 2025 in Review

Peachtree Investment Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,520 shares — an estimated $430K sold.

Peachtree Investment Partners first reported a position in DFS in Q3 2019 and held it in 20 quarters. The position peaked at $436K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Peachtree Investment Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,520 Discover Financial Services shares in Q2 2025, an estimated $430K.
  • Peachtree Investment Partners first reported a position in Discover Financial Services in Q3 2019 and held it in 20 quarters.
  • Peachtree Investment Partners's Discover Financial Services position peaked at $436K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.