FSA
DFS

Financial Sense Advisors’s Discover Financial Services DFS Stock Holding History

Financial Sense Advisors’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
-4,228
Closed -$732K – 118
2024
Q4 		$732K Buy
+4,228
New +$694K 0.24% 63
2017
Q3 		– Sell
-4,422
Closed -$275K – 86
2017
Q2 		$275K Buy
+4,422
New +$274K 0.14% 66
2015
Q1 		– Sell
-45,178
Closed -$2.96M – 120
2014
Q4 		$2.96M Sell
45,178
-2,017
-4% -$129K 1.2% 33
2014
Q3 		$3.04M Buy
+47,195
New +$2.96M 1.3% 30

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

Financial Sense Advisors's DFS Position: Q1 2025 in Review

Financial Sense Advisors sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 4,228 shares — an estimated $732K sold.

Financial Sense Advisors first reported a position in DFS in Q3 2014 and held it in 4 quarters. The position peaked at $3.04M in Q3 2014. 1,176 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Financial Sense Advisors reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 4,228 Discover Financial Services shares in Q1 2025, an estimated $732K.
  • Financial Sense Advisors first reported a position in Discover Financial Services in Q3 2014 and held it in 4 quarters.
  • Financial Sense Advisors's Discover Financial Services position peaked at $3.04M in Q3 2014.
  • 1,176 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Financial Sense Advisors's 13F filing for Q1 2025, filed 6 May 2025.