AIP
DFS

Ameritas Investment Partners’s Discover Financial Services DFS Stock Holding History

Ameritas Investment Partners’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
-2,446
Closed -$418K – 3236
2025
Q1 		$418K Hold
2,446
– – 0.01% 899
2024
Q4 		$424K Sell
2,446
-97
-4% -$15.9K 0.01% 909
2024
Q3 		$357K Sell
2,543
-94
-4% -$12.6K 0.01% 985
2024
Q2 		$345K Sell
2,637
-142
-5% -$17.7K 0.01% 949
2024
Q1 		$364K Hold
2,779
– – 0.01% 937
2023
Q4 		$312K Sell
2,779
-233
-8% -$21.5K 0.01% 999
2023
Q3 		$261K Hold
3,012
– – 0.01% 1023
2023
Q2 		$352K Sell
3,012
-550
-15% -$57.6K 0.01% 877
2023
Q1 		$352K Hold
3,562
– – 0.01% 865
2022
Q4 		$390K Sell
3,562
-84
-2% -$8.45K 0.02% 839
2022
Q3 		$330K Sell
3,646
-25,731
-88% -$2.6M 0.01% 859
2022
Q2 		$2.78M Sell
29,377
-179
-0.6% -$19.2K 0.12% 150
2022
Q1 		$3.26M Sell
29,556
-169
-0.6% -$19.9K 0.12% 157
2021
Q4 		$3.43M Sell
29,725
-702
-2% -$83K 0.12% 168
2021
Q3 		$3.74M Sell
30,427
-1,074
-3% -$135K 0.14% 124
2021
Q2 		$3.73M Sell
31,501
-18,383
-37% -$2.08M 0.13% 128
2021
Q1 		$4.59M Sell
49,884
-502
-1% -$47.3K 0.17% 84
2020
Q4 		$4.56M Buy
50,386
+11,900
+31% +$888K 0.21% 77
2020
Q3 		$2.22M Sell
38,486
-1,711
-4% -$89.6K 0.1% 202
2020
Q2 		$2.01M Sell
40,197
-872
-2% -$38.4K 0.1% 208
2020
Q1 		$1.46M Buy
41,069
+2,703
+7% +$179K 0.08% 251
2019
Q4 		$3.25M Sell
38,366
-4,953
-11% -$409K 0.14% 117
2019
Q3 		$3.51M Buy
43,319
+467
+1% +$38.6K 0.16% 104
2019
Q2 		$3.32M Sell
42,852
-556
-1% -$43.1K 0.15% 118
2019
Q1 		$3.09M Sell
43,408
-3,007
-6% -$206K 0.14% 123
2018
Q4 		$2.74M Buy
46,415
+6,359
+16% +$439K 0.15% 126
2018
Q3 		$3.06M Sell
40,056
-10,694
-21% -$805K 0.14% 140
2018
Q2 		$3.57M Sell
50,750
-1,619
-3% -$119K 0.17% 98
2018
Q1 		$3.77M Sell
52,369
-8,833
-14% -$682K 0.18% 93
2017
Q4 		$5.12M Sell
61,202
-9,056
-13% -$623K 0.23% 61
2017
Q3 		$4.48M Buy
70,258
+99
+0.1% +$6K 0.21% 69
2017
Q2 		$4.36M Buy
70,159
+9,437
+16% +$585K 0.21% 70
2017
Q1 		$4.15M Sell
60,722
-5,709
-9% -$401K 0.21% 74
2016
Q4 		$4.79M Buy
66,431
+12,937
+24% +$822K 0.24% 62
2016
Q3 		$3.02M Buy
53,494
+33,503
+168% +$1.92M 0.16% 110
2016
Q2 		$1.07M Sell
19,991
-10,780
-35% -$586K 0.07% 279
2016
Q1 		$1.57M Buy
30,771
+21,665
+238% +$1.04M 0.1% 199
2015
Q4 		$487K Buy
9,106
+63
+0.7% +$3.5K 0.03% 562
2015
Q3 		$470K Buy
9,043
+700
+8% +$38.4K 0.03% 567
2015
Q2 		$481K Hold
8,343
– – 0.03% 607
2015
Q1 		$470K Sell
8,343
-259
-3% -$15.3K 0.03% 631
2014
Q4 		$563K Hold
8,602
– – 0.04% 529
2014
Q3 		$554K Sell
8,602
-512
-6% -$32.1K 0.04% 516
2014
Q2 		$565K Sell
9,114
-191
-2% -$11.2K 0.04% 527
2014
Q1 		$541K Sell
9,305
-750
-7% -$42K 0.04% 534
2013
Q4 		$563K Sell
10,055
-185
-2% -$9.7K 0.04% 527
2013
Q3 		$518K Buy
+10,240
New +$512K 0.05% 494

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 $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 $5.16B AUM 18.64% 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

Ameritas Investment Partners's DFS Position: Q2 2025 in Review

Ameritas Investment Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,446 shares — an estimated $418K sold.

Ameritas Investment Partners first reported a position in DFS in Q3 2013 and held it in 47 quarters. The position peaked at $5.12M in Q4 2017. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Ameritas Investment Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Ameritas Investment Partners sold 2,446 Discover Financial Services shares in Q2 2025, an estimated $418K.
  • Ameritas Investment Partners first reported a position in Discover Financial Services in Q3 2013 and held it in 47 quarters.
  • Ameritas Investment Partners's Discover Financial Services position peaked at $5.12M in Q4 2017.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Ameritas Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.