HIIFS
DFS

Harel Insurance Investments & Financial Services’s Discover Financial Services DFS Stock Holding History

Harel Insurance Investments & Financial Services’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
-2,500
Closed -$427K – 447
2025
Q1 		$427K Buy
+2,500
New +$457K 0.01% 215
2022
Q2 		– Sell
-17,500
Closed -$1.93M – 726
2022
Q1 		$1.93M Buy
17,500
+17,140
+4,761% +$2.01M 0.03% 159
2021
Q4 		$42K Buy
+360
New +$42.6K ﹤0.01% 611
2020
Q1 		– Sell
-1,420
Closed -$120K – 458
2019
Q4 		$120K Sell
1,420
-3,998
-74% -$330K 0.01% 268
2019
Q3 		$439K Buy
+5,418
New +$447K 0.03% 122
2016
Q3 		– Sell
-500
Closed -$27K – 510
2016
Q2 		$27K Buy
+500
New +$27.2K ﹤0.01% 423

Other funds holding DFS

DekaBank Deutsche Girozentrale
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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 $5.16B AUM 18.64% 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

Harel Insurance Investments & Financial Services's DFS Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,500 shares — an estimated $427K sold.

Harel Insurance Investments & Financial Services first reported a position in DFS in Q2 2016 and held it in 6 quarters. The position peaked at $1.93M in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,500 Discover Financial Services shares in Q2 2025, an estimated $427K.
  • Harel Insurance Investments & Financial Services first reported a position in Discover Financial Services in Q2 2016 and held it in 6 quarters.
  • Harel Insurance Investments & Financial Services's Discover Financial Services position peaked at $1.93M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.