EF
DFS

Empirical Finance’s Discover Financial Services DFS Stock Holding History

Empirical Finance’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
-9,063
Closed -$1.55M – 523
2025
Q1 		$1.55M Buy
9,063
+180
+2% +$32.9K 0.09% 200
2024
Q4 		$1.54M Sell
8,883
-136
-2% -$22.3K 0.09% 188
2024
Q3 		$1.27M Buy
9,019
+157
+2% +$21.1K 0.07% 235
2024
Q2 		$1.16M Sell
8,862
-911
-9% -$114K 0.07% 234
2024
Q1 		$1.28M Buy
9,773
+298
+3% +$34.2K 0.08% 231
2023
Q4 		$1.06M Sell
9,475
-35
-0.4% -$3.23K 0.07% 247
2023
Q3 		$824K Buy
9,510
+589
+7% +$58.5K 0.06% 272
2023
Q2 		$1.04M Buy
8,921
+859
+11% +$90K 0.08% 229
2023
Q1 		$797K Buy
8,062
+276
+4% +$29.5K 0.07% 260
2022
Q4 		$762K Buy
7,786
+519
+7% +$52.2K 0.08% 253
2022
Q3 		$661K Buy
7,267
+1,091
+18% +$110K 0.08% 247
2022
Q2 		$584K Buy
6,176
+311
+5% +$33.3K 0.07% 249
2022
Q1 		$646K Buy
5,865
+591
+11% +$69.4K 0.07% 246
2021
Q4 		$609K Buy
5,274
+1,331
+34% +$157K 0.07% 254
2021
Q3 		$484K Buy
3,943
+207
+6% +$25.9K 0.07% 271
2021
Q2 		$442K Buy
3,736
+509
+16% +$57.5K 0.07% 264
2021
Q1 		$292K Hold
3,227
– – 0.05% 269
2020
Q4 		$292K Buy
+3,227
New +$241K 0.05% 269
2017
Q1 		– Sell
-408
Closed -$30K – 211
2016
Q4 		$30K Buy
+408
New +$25.9K 0.02% 145

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

Empirical Finance's DFS Position: Q2 2025 in Review

Empirical Finance sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,063 shares — an estimated $1.55M sold.

Empirical Finance first reported a position in DFS in Q4 2016 and held it in 19 quarters. The position peaked at $1.55M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Empirical Finance reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Empirical Finance sold 9,063 Discover Financial Services shares in Q2 2025, an estimated $1.55M.
  • Empirical Finance first reported a position in Discover Financial Services in Q4 2016 and held it in 19 quarters.
  • Empirical Finance's Discover Financial Services position peaked at $1.55M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Empirical Finance's 13F filing for Q2 2025, filed 11 Aug 2025.