YIA
DFS

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

YHB 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
-1,296
Closed -$221K – 301
2025
Q1 		$221K Hold
1,296
– – 0.02% 275
2024
Q4 		$225K Buy
+1,296
New +$213K 0.02% 265
2022
Q1 		– Sell
-3,500
Closed -$404K – 301
2021
Q4 		$404K Hold
3,500
– – 0.03% 227
2021
Q3 		$430K Hold
3,500
– – 0.04% 207
2021
Q2 		$414K Hold
3,500
– – 0.04% 215
2021
Q1 		$358K Hold
3,500
– – 0.03% 220
2020
Q4 		$317K Hold
3,500
– – 0.03% 229
2020
Q3 		$202K Buy
+3,500
New +$183K 0.02% 258
2020
Q1 		– Sell
-3,500
Closed -$297K – 170
2019
Q4 		$297K Hold
3,500
– – 0.04% 161
2019
Q3 		$284K Hold
3,500
– – 0.04% 160
2019
Q2 		$272K Hold
3,500
– – 0.04% 161
2019
Q1 		$249K Hold
3,500
– – 0.04% 170
2018
Q4 		$206K Sell
3,500
-570
-14% -$39.4K 0.04% 173
2018
Q3 		$311K Sell
4,070
-50
-1% -$3.76K 0.05% 157
2018
Q2 		$290K Buy
4,120
+150
+4% +$11K 0.05% 161
2018
Q1 		$286K Hold
3,970
– – 0.05% 155
2017
Q4 		$305K Hold
3,970
– – 0.05% 157
2017
Q3 		$256K Buy
3,970
+504
+15% +$30.6K 0.05% 163
2017
Q2 		$216K Sell
3,466
-211
-6% -$13.1K 0.04% 176
2017
Q1 		$230K Buy
+3,677
New +$258K 0.04% 167

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

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

YHB Investment Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,296 shares — an estimated $221K sold.

YHB Investment Advisors first reported a position in DFS in Q1 2017 and held it in 20 quarters. The position peaked at $430K in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • YHB Investment Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 1,296 Discover Financial Services shares in Q2 2025, an estimated $221K.
  • YHB Investment Advisors first reported a position in Discover Financial Services in Q1 2017 and held it in 20 quarters.
  • YHB Investment Advisors's Discover Financial Services position peaked at $430K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.