BMSSC
DFS

B. Metzler seel. Sohn & Co’s Discover Financial Services DFS Stock Holding History

B. Metzler seel. Sohn & Co’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
-26,077
Closed -$4.45M – 729
2025
Q1 		$4.45M Buy
26,077
+2,003
+8% +$366K 0.05% 196
2024
Q4 		$4.17M Sell
24,074
-2,645
-10% -$434K 0.04% 191
2024
Q3 		$3.75M Sell
26,719
-518
-2% -$69.7K 0.04% 246
2024
Q2 		$3.56M Sell
27,237
-943
-3% -$118K 0.03% 246
2024
Q1 		$3.69M Sell
28,180
-29,383
-51% -$3.37M 0.04% 245
2023
Q4 		$6.47M Buy
57,563
+15,321
+36% +$1.42M 0.08% 141
2023
Q3 		$3.66M Sell
42,242
-16,524
-28% -$1.64M 0.06% 208
2023
Q2 		$6.87M Buy
58,766
+26,313
+81% +$2.76M 0.09% 152
2023
Q1 		$3.21M Buy
32,453
+275
+0.9% +$29.4K 0.05% 211
2022
Q4 		$3.15M Sell
32,178
-3,807
-11% -$383K 0.05% 213
2022
Q3 		$3.27M Sell
35,985
-3,135
-8% -$317K 0.06% 197
2022
Q2 		$3.7M Sell
39,120
-4,626
-11% -$495K 0.06% 196
2022
Q1 		$4.82M Sell
43,746
-1,207
-3% -$142K 0.06% 188
2021
Q4 		$5.21M Buy
44,953
+25,945
+136% +$3.07M 0.07% 181
2021
Q3 		$2.33M Buy
19,008
+770
+4% +$96.5K 0.03% 282
2021
Q2 		$2.16M Sell
18,238
-281
-2% -$31.8K 0.03% 289
2021
Q1 		$1.76M Buy
18,519
+500
+3% +$47.2K 0.03% 319
2020
Q4 		$1.61M Buy
+18,019
New +$1.34M 0.03% 310

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

B. Metzler seel. Sohn & Co's DFS Position: Q2 2025 in Review

B. Metzler seel. Sohn & Co sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 26,077 shares — an estimated $4.45M sold.

B. Metzler seel. Sohn & Co first reported a position in DFS in Q4 2020 and held it in 18 quarters. The position peaked at $6.87M in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • B. Metzler seel. Sohn & Co reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 26,077 Discover Financial Services shares in Q2 2025, an estimated $4.45M.
  • B. Metzler seel. Sohn & Co first reported a position in Discover Financial Services in Q4 2020 and held it in 18 quarters.
  • B. Metzler seel. Sohn & Co's Discover Financial Services position peaked at $6.87M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2025, filed 11 Aug 2025.