BFC
DFS

Bedel Financial Consulting’s Discover Financial Services DFS Stock Holding History

Bedel Financial Consulting’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
-1,786
Closed -$336K – 275
2025
Q1 		$336K Buy
1,786
+67
+4% +$12.3K 0.05% 197
2024
Q4 		$347K Sell
1,719
-55
-3% -$9.03K 0.05% 196
2024
Q3 		$249K Buy
1,774
+3
+0.2% +$404 0.04% 225
2024
Q2 		$232K Buy
1,771
+3
+0.2% +$374 0.03% 223
2024
Q1 		$232K Sell
1,768
-426
-19% -$48.8K 0.04% 226
2023
Q4 		$247K Sell
2,194
-216
-9% -$20K 0.05% 212
2023
Q3 		$209K Sell
2,410
-348
-13% -$34.6K 0.04% 219
2023
Q2 		$322K Buy
+2,758
New +$289K 0.07% 165
2023
Q1 		– Sell
-2,072
Closed -$203K – 229
2022
Q4 		$203K Buy
2,072
+2
+0.1% +$201 0.05% 218
2022
Q3 		$209K Buy
+2,070
New +$209K 0.06% 198
2022
Q2 		– Sell
-1,226
Closed -$135K – 365
2022
Q1 		$135K Buy
1,226
+2
+0.2% +$235 0.04% 233
2021
Q4 		$141K Buy
1,224
+2
+0.2% +$237 0.04% 227
2021
Q3 		$150K Buy
1,222
+1
+0.1% +$125 0.05% 214
2021
Q2 		$144K Buy
1,221
+351
+40% +$39.7K 0.05% 217
2021
Q1 		$83K Sell
870
-48
-5% -$4.53K 0.03% 289
2020
Q4 		$83K Buy
918
+1
+0.1% +$75 0.04% 251
2020
Q3 		$53K Buy
917
+3
+0.3% +$157 0.03% 295
2020
Q2 		$46K Buy
914
+320
+54% +$14.1K 0.02% 284
2020
Q1 		$21K Buy
594
+198
+50% +$13.1K 0.01% 383
2019
Q4 		$34K Hold
396
– – 0.02% 339
2019
Q3 		$32K Hold
396
– – 0.02% 336
2019
Q2 		$31K Hold
396
– – 0.02% 342
2019
Q1 		$28K Hold
396
– – 0.02% 350
2018
Q4 		$23K Hold
396
– – 0.02% 349
2018
Q3 		$29K Buy
396
+46
+13% +$3.46K 0.02% 341
2018
Q2 		$25K Sell
350
-38
-10% -$2.79K 0.02% 348
2018
Q1 		$28K Buy
+388
New +$30K 0.02% 334

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

Bedel Financial Consulting's DFS Position: Q2 2025 in Review

Bedel Financial Consulting sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,786 shares — an estimated $336K sold.

Bedel Financial Consulting first reported a position in DFS in Q1 2018 and held it in 27 quarters. The position peaked at $347K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Bedel Financial Consulting reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,786 Discover Financial Services shares in Q2 2025, an estimated $336K.
  • Bedel Financial Consulting first reported a position in Discover Financial Services in Q1 2018 and held it in 27 quarters.
  • Bedel Financial Consulting's Discover Financial Services position peaked at $347K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Bedel Financial Consulting's 13F filing for Q2 2025, filed 12 Aug 2025.