EF
DFS

Empowered Funds’s Discover Financial Services DFS Stock Holding History

Empowered Funds’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
-5,772
Closed -$985K – 1775
2025
Q1 		$985K Sell
5,772
-156
-3% -$28.5K 0.01% 1002
2024
Q4 		$1.03M Buy
5,928
+648
+12% +$106K 0.02% 966
2024
Q3 		$741K Sell
5,280
-6,791
-56% -$913K 0.01% 989
2024
Q2 		$1.58M Buy
12,071
+1,217
+11% +$152K 0.03% 701
2024
Q1 		$1.42M Sell
10,854
-5,058
-32% -$580K 0.03% 723
2023
Q4 		$1.79M Sell
15,912
-1,628
-9% -$150K 0.04% 555
2023
Q3 		$1.52M Buy
17,540
+15,641
+824% +$1.55M 0.04% 539
2023
Q2 		$222K Sell
1,899
-390
-17% -$40.9K 0.01% 1048
2023
Q1 		$226K Sell
2,289
-8,680
-79% -$929K 0.01% 489
2022
Q4 		$1.07M Buy
+10,969
New +$1.1M 0.07% 260
2021
Q4 		– Sell
-13,279
Closed -$1.63M – 260
2021
Q3 		$1.63M Buy
+13,279
New +$1.66M 0.21% 111

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

Empowered Funds's DFS Position: Q2 2025 in Review

Empowered Funds sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,772 shares — an estimated $985K sold.

Empowered Funds first reported a position in DFS in Q3 2021 and held it in 11 quarters. The position peaked at $1.79M in Q4 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Empowered Funds reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Empowered Funds sold 5,772 Discover Financial Services shares in Q2 2025, an estimated $985K.
  • Empowered Funds first reported a position in Discover Financial Services in Q3 2021 and held it in 11 quarters.
  • Empowered Funds's Discover Financial Services position peaked at $1.79M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.