AMM
DFS

American Money Management’s Discover Financial Services DFS Stock Holding History

American Money Management’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
-4,926
Closed -$841K – 149
2025
Q1 		$841K Sell
4,926
-184
-4% -$33.7K 0.16% 67
2024
Q4 		$885K Hold
5,110
– – 0.17% 68
2024
Q3 		$717K Hold
5,110
– – 0.14% 80
2024
Q2 		$668K Sell
5,110
-267
-5% -$33.3K 0.14% 82
2024
Q1 		$705K Sell
5,377
-70
-1% -$8.02K 0.15% 82
2023
Q4 		$612K Hold
5,447
– – 0.14% 85
2023
Q3 		$472K Sell
5,447
-170
-3% -$16.9K 0.12% 93
2023
Q2 		$656K Sell
5,617
-34
-0.6% -$3.56K 0.16% 82
2023
Q1 		$559K Sell
5,651
-39,429
-87% -$4.22M 0.15% 85
2022
Q4 		$4.41M Sell
45,080
-436
-1% -$43.9K 1.26% 32
2022
Q3 		$4.14M Sell
45,516
-298
-0.7% -$30.2K 1.26% 32
2022
Q2 		$4.33M Sell
45,814
-619
-1% -$66.2K 1.26% 32
2022
Q1 		$5.12M Sell
46,433
-1,040
-2% -$122K 1.36% 30
2021
Q4 		$5.49M Buy
47,473
+359
+0.8% +$42.5K 1.42% 24
2021
Q3 		$5.79M Sell
47,114
-691
-1% -$86.6K 1.64% 14
2021
Q2 		$5.66M Sell
47,805
-11,741
-20% -$1.33M 1.91% 16
2021
Q1 		$5.66M Sell
59,546
-12,500
-17% -$1.18M 2.11% 11
2020
Q4 		$6.52M Sell
72,046
-517
-0.7% -$38.6K 2.55% 8
2020
Q3 		$4.19M Sell
72,563
-2,390
-3% -$125K 1.9% 13
2020
Q2 		$3.75M Buy
+74,953
New +$3.3M 1.75% 24

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

American Money Management's DFS Position: Q2 2025 in Review

American Money Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,926 shares — an estimated $841K sold.

American Money Management first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $6.52M in Q4 2020. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • American Money Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • American Money Management sold 4,926 Discover Financial Services shares in Q2 2025, an estimated $841K.
  • American Money Management first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • American Money Management's Discover Financial Services position peaked at $6.52M in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on American Money Management's 13F filing for Q2 2025, filed 13 Aug 2025.