BA
DFS

Bridgewater Associates’s Discover Financial Services DFS Stock Holding History

Bridgewater Associates’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
-17,723
Closed -$3.03M – 625
2025
Q1 		$3.03M Buy
17,723
+11,966
+208% +$2.19M 0.01% 414
2024
Q4 		$997K Buy
5,757
+2,194
+62% +$360K ﹤0.01% 505
2024
Q3 		$500K Buy
+3,563
New +$479K ﹤0.01% 691
2024
Q1 		– Sell
-158,744
Closed -$17.8M – 723
2023
Q4 		$17.8M Buy
158,744
+25,136
+19% +$2.32M 0.1% 157
2023
Q3 		$11.6M Buy
133,608
+126,389
+1,751% +$12.6M 0.07% 214
2023
Q2 		$844K Hold
7,219
– – 0.01% 596
2023
Q1 		$714K Sell
7,219
-176
-2% -$18.8K ﹤0.01% 606
2022
Q4 		$723K Sell
7,395
-9,952
-57% -$1M ﹤0.01% 680
2022
Q3 		$1.58M Sell
17,347
-221,111
-93% -$22.4M 0.01% 608
2022
Q2 		$22.6M Buy
238,458
+186,291
+357% +$19.9M 0.1% 184
2022
Q1 		$5.75M Buy
+52,167
New +$6.13M 0.02% 431
2019
Q3 		– Sell
-7,132
Closed -$553K – 345
2019
Q2 		$553K Sell
7,132
-21,334
-75% -$1.65M ﹤0.01% 257
2019
Q1 		$2.03M Sell
28,466
-403,977
-93% -$27.7M 0.01% 211
2018
Q4 		$25.5M Buy
432,443
+421,276
+3,773% +$29.1M 0.23% 54
2018
Q3 		$854K Sell
11,167
-11,720
-51% -$882K 0.01% 235
2018
Q2 		$1.61M Buy
22,887
+4,783
+26% +$351K 0.02% 218
2018
Q1 		$1.3M Buy
18,104
+14,302
+376% +$1.1M 0.01% 238
2017
Q4 		$292K Sell
3,802
-17,734
-82% -$1.22M ﹤0.01% 236
2017
Q3 		$1.39M Sell
21,536
-6,733
-24% -$408K 0.01% 196
2017
Q2 		$1.76M Buy
28,269
+21,039
+291% +$1.3M 0.02% 172
2017
Q1 		$494K Buy
+7,230
New +$508K 0.01% 220
2013
Q3 		– Sell
-6,900
Closed -$329K – 332
2013
Q2 		$329K Buy
+6,900
New +$317K ﹤0.01% 279

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

Bridgewater Associates's DFS Position: Q2 2025 in Review

Bridgewater Associates sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 17,723 shares — an estimated $3.03M sold.

Bridgewater Associates first reported a position in DFS in Q2 2013 and held it in 22 quarters. The position peaked at $25.5M in Q4 2018. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Bridgewater Associates reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Bridgewater Associates sold 17,723 Discover Financial Services shares in Q2 2025, an estimated $3.03M.
  • Bridgewater Associates first reported a position in Discover Financial Services in Q2 2013 and held it in 22 quarters.
  • Bridgewater Associates's Discover Financial Services position peaked at $25.5M in Q4 2018.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Bridgewater Associates's 13F filing for Q2 2025, filed 13 Aug 2025.