BIM
DFS

Bridges Investment Management’s Discover Financial Services DFS Stock Holding History

Bridges Investment 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
-2,020
Closed -$345K – 410
2025
Q1 		$345K Hold
2,020
– – 0.01% 322
2024
Q4 		$350K Sell
2,020
-7,319
-78% -$1.2M ﹤0.01% 326
2024
Q3 		$1.31M Sell
9,339
-1,189
-11% -$160K 0.02% 176
2024
Q2 		$1.38M Buy
+10,528
New +$1.31M 0.02% 162

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

Bridges Investment Management's DFS Position: Q2 2025 in Review

Bridges Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,020 shares — an estimated $345K sold.

Bridges Investment Management first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $1.38M in Q2 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Bridges Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Bridges Investment Management sold 2,020 Discover Financial Services shares in Q2 2025, an estimated $345K.
  • Bridges Investment Management first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Bridges Investment Management's Discover Financial Services position peaked at $1.38M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Bridges Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.