TIA
DFS

Tiemann Investment Advisors’s Discover Financial Services DFS Stock Holding History

Tiemann Investment 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
2025
Q2 		– Sell
-6,667
Closed -$1.14M – 202
2025
Q1 		$1.14M Hold
6,667
– – 0.52% 43
2024
Q4 		$1.15M Buy
6,667
+15
+0.2% +$2.46K 0.51% 44
2024
Q3 		$933K Hold
6,652
– – 0.4% 56
2024
Q2 		$870K Hold
6,652
– – 0.39% 53
2024
Q1 		$872K Hold
6,652
– – 0.39% 53
2023
Q4 		$748K Hold
6,652
– – 0.36% 61
2023
Q3 		$576K Buy
6,652
+12
+0.2% +$1.19K 0.31% 69
2023
Q2 		$776K Sell
6,640
-1,000
-13% -$105K 0.4% 60
2023
Q1 		$755K Buy
7,640
+115
+2% +$12.3K 0.41% 58
2022
Q4 		$736K Hold
7,525
– – 0.43% 58
2022
Q3 		$684K Sell
7,525
-150
-2% -$15.2K 0.44% 55
2022
Q2 		$726K Sell
7,675
-75
-1% -$8.03K 0.39% 64
2022
Q1 		$854K Hold
7,750
– – 0.39% 65
2021
Q4 		$896K Hold
7,750
– – 0.38% 65
2021
Q3 		$952K Sell
7,750
-250
-3% -$31.3K 0.45% 58
2021
Q2 		$946K Hold
8,000
– – 0.44% 58
2021
Q1 		$760K Sell
8,000
-150
-2% -$14.1K 0.38% 66
2020
Q4 		$738K Sell
8,150
-150
-2% -$11.2K 0.39% 64
2020
Q3 		$480K Buy
8,300
+200
+2% +$10.5K 0.3% 82
2020
Q2 		$406K Sell
8,100
-60
-0.7% -$2.64K 0.28% 88
2020
Q1 		$291K Hold
8,160
– – 0.25% 100
2019
Q4 		$692K Sell
8,160
-75
-0.9% -$6.19K 0.47% 57
2019
Q3 		$668K Hold
8,235
– – 0.49% 56
2019
Q2 		$639K Hold
8,235
– – 0.46% 60
2019
Q1 		$586K Buy
8,235
+250
+3% +$17.1K 0.45% 60
2018
Q4 		$471K Hold
7,985
– – 0.42% 65
2018
Q3 		$610K Hold
7,985
– – 0.46% 59
2018
Q2 		$562K Hold
7,985
– – 0.45% 62
2018
Q1 		$574K Sell
7,985
-1,100
-12% -$84.9K 0.46% 62
2017
Q4 		$699K Hold
9,085
– – 0.56% 56
2017
Q3 		$586K Hold
9,085
– – 0.5% 63
2017
Q2 		$565K Hold
9,085
– – 0.51% 60
2017
Q1 		$621K Hold
9,085
– – 0.58% 56
2016
Q4 		$655K Sell
9,085
-1,000
-10% -$63.6K 0.64% 51
2016
Q3 		$570K Hold
10,085
– – 0.52% 59
2016
Q2 		$540K Sell
10,085
-50
-0.5% -$2.72K 0.51% 63
2016
Q1 		$516K Hold
10,135
– – 0.51% 62
2015
Q4 		$543K Sell
10,135
-100
-1% -$5.55K 0.55% 58
2015
Q3 		$532K Hold
10,235
– – 0.58% 60
2015
Q2 		$590K Buy
10,235
+1,100
+12% +$64.6K 0.6% 58
2015
Q1 		$515K Sell
9,135
-40
-0.4% -$2.37K 0.53% 62
2014
Q4 		$601K Hold
9,175
– – 0.65% 49
2014
Q3 		$591K Hold
9,175
– – 0.66% 50
2014
Q2 		$569K Sell
9,175
-350
-4% -$20.4K 0.63% 52
2014
Q1 		$554K Hold
9,525
– – 0.62% 52
2013
Q4 		$533K Buy
+9,525
New +$499K 0.63% 55

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

Tiemann Investment Advisors's DFS Position: Q2 2025 in Review

Tiemann Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 6,667 shares — an estimated $1.14M sold.

Tiemann Investment Advisors first reported a position in DFS in Q4 2013 and held it in 46 quarters. The position peaked at $1.15M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Tiemann Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Tiemann Investment Advisors sold 6,667 Discover Financial Services shares in Q2 2025, an estimated $1.14M.
  • Tiemann Investment Advisors first reported a position in Discover Financial Services in Q4 2013 and held it in 46 quarters.
  • Tiemann Investment Advisors's Discover Financial Services position peaked at $1.15M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Tiemann Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.