FMP
DFS

Financial Management Professionals’s Discover Financial Services DFS Stock Holding History

Financial Management Professionals’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
-46
Closed -$7.85K – 1033
2025
Q1 		$7.85K Sell
46
-21
-31% -$3.84K ﹤0.01% 568
2024
Q4 		$11.6K Buy
67
+19
+40% +$3.12K ﹤0.01% 495
2024
Q3 		$7K Hold
48
– – ﹤0.01% 578
2024
Q2 		$6K Hold
48
– – ﹤0.01% 556
2024
Q1 		$6K Sell
48
-32
-40% -$3.67K ﹤0.01% 612
2023
Q4 		$9K Hold
80
– – ﹤0.01% 552
2023
Q3 		$7K Buy
80
+45
+129% +$4.47K ﹤0.01% 547
2023
Q2 		$4K Buy
35
+5
+17% +$524 ﹤0.01% 666
2023
Q1 		$3K Sell
30
-29
-49% -$3.1K ﹤0.01% 750
2022
Q4 		$6K Buy
59
+29
+97% +$2.92K ﹤0.01% 584
2022
Q3 		$3K Hold
30
– – ﹤0.01% 669
2022
Q2 		$3K Hold
30
– – ﹤0.01% 687
2022
Q1 		$3K Buy
30
+5
+20% +$588 ﹤0.01% 704
2021
Q4 		$3K Hold
25
– – ﹤0.01% 649
2021
Q3 		$3K Hold
25
– – ﹤0.01% 646
2021
Q2 		$3K Hold
25
– – ﹤0.01% 591
2021
Q1 		$2K Sell
25
-97
-80% -$9.15K ﹤0.01% 567
2020
Q4 		$11K Hold
122
– – ﹤0.01% 321
2020
Q3 		$7K Hold
122
– – ﹤0.01% 355
2020
Q2 		$6K Hold
122
– – ﹤0.01% 360
2020
Q1 		$4K Buy
122
+25
+26% +$1.66K ﹤0.01% 212
2019
Q4 		$8K Hold
97
– – ﹤0.01% 202
2019
Q3 		$8K Buy
+97
New +$8.01K ﹤0.01% 193
2018
Q2 		– Sell
-112
Closed -$8K – 288
2018
Q1 		$8K Buy
+112
New +$8.65K ﹤0.01% 172

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

Financial Management Professionals's DFS Position: Q2 2025 in Review

Financial Management Professionals sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 46 shares — an estimated $7.85K sold.

Financial Management Professionals first reported a position in DFS in Q1 2018 and held it in 24 quarters. The position peaked at $11.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Financial Management Professionals reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Financial Management Professionals sold 46 Discover Financial Services shares in Q2 2025, an estimated $7.85K.
  • Financial Management Professionals first reported a position in Discover Financial Services in Q1 2018 and held it in 24 quarters.
  • Financial Management Professionals's Discover Financial Services position peaked at $11.6K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.