DMBA
DFS

Deseret Mutual Benefit Administrators’s Discover Financial Services DFS Stock Holding History

Deseret Mutual Benefit Administrators’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
-583
Closed -$99.5K – 500
2025
Q1 		$99.5K Sell
583
-57
-9% -$10.4K 0.05% 209
2024
Q4 		$111K Sell
640
-91
-12% -$14.9K 0.05% 197
2024
Q3 		$103K Hold
731
– – 0.05% 212
2024
Q2 		$95.6K Hold
731
– – 0.04% 211
2024
Q1 		$95.8K Hold
731
– – 0.05% 209
2023
Q4 		$82.2K Sell
731
-120
-14% -$11.1K 0.05% 211
2023
Q3 		$73.7K Sell
851
-96
-10% -$9.54K 0.04% 237
2023
Q2 		$111K Hold
947
– – 0.04% 212
2023
Q1 		$93.6K Hold
947
– – 0.04% 227
2022
Q4 		$92.6K Sell
947
-795
-46% -$80K 0.04% 229
2022
Q3 		$158K Sell
1,742
-306
-15% -$31K 0.04% 228
2022
Q2 		$194K Hold
2,048
– – 0.04% 231
2022
Q1 		$226K Sell
2,048
-449
-18% -$52.8K 0.05% 232
2021
Q4 		$289K Sell
2,497
-150
-6% -$17.7K 0.05% 221
2021
Q3 		$325K Sell
2,647
-1,497
-36% -$188K 0.06% 194
2021
Q2 		$490K Buy
+4,144
New +$469K 0.12% 88

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

Deseret Mutual Benefit Administrators's DFS Position: Q2 2025 in Review

Deseret Mutual Benefit Administrators sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 583 shares — an estimated $99.5K sold.

Deseret Mutual Benefit Administrators first reported a position in DFS in Q2 2021 and held it in 16 quarters. The position peaked at $490K in Q2 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Deseret Mutual Benefit Administrators reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Deseret Mutual Benefit Administrators sold 583 Discover Financial Services shares in Q2 2025, an estimated $99.5K.
  • Deseret Mutual Benefit Administrators first reported a position in Discover Financial Services in Q2 2021 and held it in 16 quarters.
  • Deseret Mutual Benefit Administrators's Discover Financial Services position peaked at $490K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2025, filed 4 Aug 2025.