WhitTier Trust Company’s Discover Financial Services DFS Stock Holding History

WhitTier Trust Company’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	-213	Closed	-$36.4K	–	1453
2025 Q1	$36.4K	Sell	213 -4	-2%	-$732	﹤0.01%	841
2024 Q4	$37.6K	Sell	217 -4	-2%	-$656	﹤0.01%	813
2024 Q3	$31K	Sell	221 -5	-2%	-$673	﹤0.01%	851
2024 Q2	$29.6K	Buy	226 +95	+73%	+$11.8K	﹤0.01%	809
2024 Q1	$17.2K	Hold	131	–	–	﹤0.01%	876
2023 Q4	$14.7K	Hold	131	–	–	﹤0.01%	903
2023 Q3	$11.3K	Sell	131 -241	-65%	-$23.9K	﹤0.01%	899
2023 Q2	$43.5K	Sell	372 -3	-0.8%	-$314	﹤0.01%	706
2023 Q1	$37.1K	Buy	375 +9	+2%	+$963	﹤0.01%	721
2022 Q4	$35.8K	Sell	366 -2,966	-89%	-$298K	﹤0.01%	730
2022 Q3	$303K	Buy	3,332 +2,875	+629%	+$291K	0.01%	395
2022 Q2	$43K	Buy	457 +115	+34%	+$12.3K	﹤0.01%	696
2022 Q1	$38K	Buy	342 +74	+28%	+$8.7K	﹤0.01%	716
2021 Q4	$31K	Hold	268	–	–	﹤0.01%	739
2021 Q3	$33K	Hold	268	–	–	﹤0.01%	741
2021 Q2	$32K	Hold	268	–	–	﹤0.01%	730
2021 Q1	$25K	Hold	268	–	–	﹤0.01%	751
2020 Q4	$24K	Hold	268	–	–	﹤0.01%	736
2020 Q3	$15K	Hold	268	–	–	﹤0.01%	768
2020 Q2	$13K	Hold	268	–	–	﹤0.01%	762
2020 Q1	$10K	Buy	268 +137	+105%	+$9.07K	﹤0.01%	781
2019 Q4	$11K	Hold	131	–	–	﹤0.01%	818
2019 Q3	$11K	Hold	131	–	–	﹤0.01%	803
2019 Q2	$10K	Hold	131	–	–	﹤0.01%	817
2019 Q1	$9K	Sell	131 -276	-68%	-$18.9K	﹤0.01%	836
2018 Q4	$24K	Buy	407 +276	+211%	+$19.1K	﹤0.01%	703
2018 Q3	$10K	Hold	131	–	–	﹤0.01%	816
2018 Q2	$9K	Hold	131	–	–	﹤0.01%	825
2018 Q1	$9K	Hold	131	–	–	﹤0.01%	845
2017 Q4	$10K	Hold	131	–	–	﹤0.01%	790
2017 Q3	$8K	Hold	131	–	–	﹤0.01%	805
2017 Q2	$8K	Hold	131	–	–	﹤0.01%	779
2017 Q1	$9K	Hold	131	–	–	﹤0.01%	773
2016 Q4	$9K	Hold	131	–	–	﹤0.01%	779
2016 Q3	$7K	Hold	131	–	–	﹤0.01%	793
2016 Q2	$7K	Hold	131	–	–	﹤0.01%	801
2016 Q1	$7K	Hold	131	–	–	﹤0.01%	805
2015 Q4	$7K	Hold	131	–	–	﹤0.01%	792
2015 Q3	$7K	Hold	131	–	–	﹤0.01%	796
2015 Q2	$8K	Hold	131	–	–	﹤0.01%	804
2015 Q1	$7K	Hold	131	–	–	﹤0.01%	815
2014 Q4	$9K	Hold	131	–	–	﹤0.01%	793
2014 Q3	$8K	Hold	131	–	–	﹤0.01%	809
2014 Q2	$8K	Hold	131	–	–	﹤0.01%	812
2014 Q1	$8K	Hold	131	–	–	﹤0.01%	844
2013 Q4	$7K	Hold	131	–	–	﹤0.01%	809
2013 Q3	$7K	Sell	131 -475	-78%	-$23.8K	﹤0.01%	797
2013 Q2	$29K	Buy	+606	New	+$27.8K	﹤0.01%	574

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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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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