FFM
DFS

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

Forum Financial 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
-10,694
Closed -$1.83M – 963
2025
Q1 		$1.83M Buy
10,694
+4,640
+77% +$849K 0.03% 127
2024
Q4 		$1.05M Buy
6,054
+1,150
+23% +$189K 0.02% 202
2024
Q3 		$688K Sell
4,904
-51
-1% -$6.86K 0.01% 251
2024
Q2 		$648K Buy
4,955
+57
+1% +$7.11K 0.01% 239
2024
Q1 		$642K Hold
4,898
– – 0.01% 264
2023
Q4 		$551K Hold
4,898
– – 0.01% 267
2023
Q3 		$424K Sell
4,898
-23
-0.5% -$2.28K 0.01% 322
2023
Q2 		$575K Sell
4,921
-1
-0% -$105 0.01% 265
2023
Q1 		$486K Sell
4,922
-48
-1% -$5.14K 0.01% 272
2022
Q4 		$486K Sell
4,970
-80
-2% -$8.05K 0.02% 261
2022
Q3 		$459K Sell
5,050
-440
-8% -$44.5K 0.02% 234
2022
Q2 		$519K Buy
5,490
+394
+8% +$42.2K 0.03% 229
2022
Q1 		$561K Buy
5,096
+57
+1% +$6.7K 0.03% 219
2021
Q4 		$582K Buy
+5,039
New +$596K 0.03% 214

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

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

Forum Financial Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 10,694 shares — an estimated $1.83M sold.

Forum Financial Management first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $1.83M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Forum Financial Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 10,694 Discover Financial Services shares in Q2 2025, an estimated $1.83M.
  • Forum Financial Management first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Discover Financial Services position peaked at $1.83M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.