WPA
DFS

West Paces Advisors’s Discover Financial Services DFS Stock Holding History

West Paces 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
-311
Closed -$53.1K – 300
2025
Q1 		$53.1K Hold
311
– – 0.01% 225
2024
Q4 		$53.9K Hold
311
– – 0.01% 220
2024
Q3 		$43.6K Hold
311
– – 0.01% 252
2024
Q2 		$40.7K Sell
311
-5
-2% -$623 0.01% 242
2024
Q1 		$41.4K Buy
316
+166
+111% +$19K 0.01% 249
2023
Q4 		$16.9K Sell
150
-32
-18% -$2.96K ﹤0.01% 318
2023
Q3 		$15.8K Hold
182
– – ﹤0.01% 312
2023
Q2 		$21.3K Sell
182
-9
-5% -$943 0.01% 302
2023
Q1 		$18.9K Buy
191
+9
+5% +$963 0.01% 316
2022
Q4 		$17.8K Hold
182
– – 0.01% 300
2022
Q3 		$16.5K Hold
182
– – 0.01% 296
2022
Q2 		$17.2K Hold
182
– – 0.01% 316
2022
Q1 		$20.1K Hold
182
– – 0.01% 314
2021
Q4 		$21K Hold
182
– – 0.01% 309
2021
Q3 		$22.4K Hold
182
– – 0.01% 277
2021
Q2 		$21.5K Hold
182
– – 0.01% 285
2021
Q1 		$17.3K Hold
182
– – 0.01% 279
2020
Q4 		$16.5K Hold
182
– – 0.01% 266
2020
Q3 		$10.5K Hold
182
– – 0.01% 296
2020
Q2 		$9.12K Hold
182
– – ﹤0.01% 323
2020
Q1 		$6.49K Sell
182
-45
-20% -$2.98K ﹤0.01% 339
2019
Q4 		$19.3K Hold
227
– – 0.01% 279
2019
Q3 		$18.4K Hold
227
– – 0.01% 265
2019
Q2 		$17.6K Hold
227
– – 0.01% 261
2019
Q1 		$16.2K Hold
227
– – 0.01% 269
2018
Q4 		$13.4K Hold
227
– – 0.01% 286
2018
Q3 		$17.4K Hold
227
– – 0.01% 270
2018
Q2 		$16K Hold
227
– – 0.01% 279
2018
Q1 		$16.3K Hold
227
– – 0.01% 264
2017
Q4 		$17.5K Sell
227
-79
-26% -$5.43K 0.01% 277
2017
Q3 		$19.7K Hold
306
– – 0.01% 261
2017
Q2 		$19K Hold
306
– – 0.02% 253
2017
Q1 		$20.9K Hold
306
– – 0.02% 247
2016
Q4 		$22.1K Buy
+306
New +$19.5K 0.02% 250

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 $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

West Paces Advisors's DFS Position: Q2 2025 in Review

West Paces Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 311 shares — an estimated $53.1K sold.

West Paces Advisors first reported a position in DFS in Q4 2016 and held it in 34 quarters. The position peaked at $53.9K in Q4 2024. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • West Paces Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • West Paces Advisors sold 311 Discover Financial Services shares in Q2 2025, an estimated $53.1K.
  • West Paces Advisors first reported a position in Discover Financial Services in Q4 2016 and held it in 34 quarters.
  • West Paces Advisors's Discover Financial Services position peaked at $53.9K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.