BFG
DFS

Berger Financial Group’s Discover Financial Services DFS Stock Holding History

Berger Financial Group’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
2024
Q4 		– Sell
-1,644
Closed -$231K – 416
2024
Q3 		$231K Hold
1,644
– – 0.02% 355
2024
Q2 		$215K Sell
1,644
-1
-0.1% -$125 0.02% 345
2024
Q1 		$216K Buy
+1,645
New +$189K 0.02% 342

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berger Financial Group's DFS Position: Q4 2024 in Review

Berger Financial Group sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 1,644 shares — an estimated $231K sold.

Berger Financial Group first reported a position in DFS in Q1 2024 and held it in 3 quarters. The position peaked at $231K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Berger Financial Group reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 1,644 Discover Financial Services shares in Q4 2024, an estimated $231K.
  • Berger Financial Group first reported a position in Discover Financial Services in Q1 2024 and held it in 3 quarters.
  • Berger Financial Group's Discover Financial Services position peaked at $231K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.