DIM
DFS

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

DLK 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
Q1 		– Sell
-2,539
Closed -$440K – 89
2024
Q4 		$440K Buy
+2,539
New +$417K 0.18% 51

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DLK Investment Management's DFS Position: Q1 2025 in Review

DLK Investment Management sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 2,539 shares — an estimated $440K sold.

DLK Investment Management first reported a position in DFS in Q4 2024 and held it in 1 quarter. The position peaked at $440K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • DLK Investment Management reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • DLK Investment Management sold 2,539 Discover Financial Services shares in Q1 2025, an estimated $440K.
  • DLK Investment Management first reported a position in Discover Financial Services in Q4 2024 and held it in 1 quarter.
  • DLK Investment Management's Discover Financial Services position peaked at $440K in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on DLK Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.