EOJOAM
DFS

E. Ohman J:or Asset Management’s Discover Financial Services DFS Stock Holding History

E. Ohman J:or Asset 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
-11,130
Closed -$1.9M – 409
2025
Q1 		$1.9M Sell
11,130
-600
-5% -$110K 0.05% 183
2024
Q4 		$2.03M Buy
11,730
+2,450
+26% +$402K 0.05% 166
2024
Q3 		$1.3M Sell
9,280
-1,320
-12% -$178K 0.03% 222
2024
Q2 		$1.39M Hold
10,600
– – 0.03% 210
2024
Q1 		$1.39M Buy
10,600
+700
+7% +$80.2K 0.04% 211
2023
Q4 		$1.11M Sell
9,900
-2,000
-17% -$185K 0.04% 217
2023
Q3 		$1.03M Hold
11,900
– – 0.04% 232
2023
Q2 		$1.39M Buy
11,900
+1,000
+9% +$105K 0.05% 210
2023
Q1 		$1.08M Sell
10,900
-1,000
-8% -$107K 0.04% 239
2022
Q4 		$1.16M Hold
11,900
– – 0.05% 217
2022
Q3 		$1.08M Sell
11,900
-1,500
-11% -$152K 0.05% 219
2022
Q2 		$1.27M Hold
13,400
– – 0.05% 200
2022
Q1 		$1.48M Hold
13,400
– – 0.05% 212
2021
Q4 		$1.55M Hold
13,400
– – 0.04% 235
2021
Q3 		$1.65M Buy
13,400
+600
+5% +$75.2K 0.05% 212
2021
Q2 		$1.51M Sell
12,800
-2,600
-17% -$294K 0.05% 229
2021
Q1 		$1.46M Buy
15,400
+2,300
+18% +$217K 0.05% 204
2020
Q4 		$1.19M Hold
13,100
– – 0.05% 210
2020
Q3 		$757K Buy
13,100
+3,000
+30% +$157K 0.04% 215
2020
Q2 		$506K Hold
10,100
– – 0.03% 245
2020
Q1 		$360K Sell
10,100
-5,700
-36% -$378K 0.03% 258
2019
Q4 		$1.34M Buy
15,800
+1,400
+10% +$115K 0.07% 156
2019
Q3 		$1.17M Hold
14,400
– – 0.07% 145
2019
Q2 		$1.12M Hold
14,400
– – 0.07% 147
2019
Q1 		$1.02M Sell
14,400
-1,100
-7% -$75.3K 0.07% 153
2018
Q4 		$914K Sell
15,500
-900
-5% -$62.1K 0.07% 155
2018
Q3 		$1.25M Buy
16,400
+1,400
+9% +$105K 0.08% 148
2018
Q2 		$1.06M Buy
15,000
+4,400
+42% +$323K 0.08% 154
2018
Q1 		$762K Sell
10,600
-700
-6% -$54K 0.06% 187
2017
Q4 		$869K Buy
11,300
+1,900
+20% +$131K 0.07% 175
2017
Q3 		$606K Buy
9,400
+300
+3% +$18.2K 0.05% 221
2017
Q2 		$566K Sell
9,100
-2,000
-18% -$124K 0.06% 223
2017
Q1 		$759K Buy
11,100
+1,900
+21% +$133K 0.09% 182
2016
Q4 		$663K Buy
9,200
+1,300
+16% +$82.6K 0.09% 169
2016
Q3 		$447K Hold
7,900
– – 0.07% 221
2016
Q2 		$423K Hold
7,900
– – 0.07% 211
2016
Q1 		$402K Hold
7,900
– – 0.07% 201
2015
Q4 		$424K Hold
7,900
– – 0.07% 197
2015
Q3 		$411K Hold
7,900
– – 0.11% 185
2015
Q2 		$455K Sell
7,900
-2,700
-25% -$158K 0.11% 184
2015
Q1 		$597K Hold
10,600
– – 0.14% 150
2014
Q4 		$703K Hold
10,600
– – 0.17% 129
2014
Q3 		$683K Hold
10,600
– – 0.17% 124
2014
Q2 		$657K Hold
10,600
– – 0.16% 135
2014
Q1 		$617K Sell
10,600
-2,000
-16% -$112K 0.15% 146
2013
Q4 		$694K Hold
12,600
– – 0.16% 133
2013
Q3 		$637K Hold
12,600
– – 0.16% 130
2013
Q2 		$600K Buy
+12,600
New +$578K 0.17% 130

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

E. Ohman J:or Asset Management's DFS Position: Q2 2025 in Review

E. Ohman J:or Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 11,130 shares — an estimated $1.9M sold.

E. Ohman J:or Asset Management first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $2.03M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • E. Ohman J:or Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 11,130 Discover Financial Services shares in Q2 2025, an estimated $1.9M.
  • E. Ohman J:or Asset Management first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • E. Ohman J:or Asset Management's Discover Financial Services position peaked at $2.03M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2025, filed 8 Jul 2025.