HCA
DFS

Heck Capital Advisors’s Discover Financial Services DFS Stock Holding History

Heck Capital 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
-10
Closed -$1.73K – 384
2024
Q4 		$1.73K Buy
+10
New +$1.64K ﹤0.01% 655

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Heck Capital Advisors's DFS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 10 shares — an estimated $1.73K sold.

Heck Capital Advisors first reported a position in DFS in Q4 2024 and held it in 1 quarter. The position peaked at $1.73K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Heck Capital Advisors reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 10 Discover Financial Services shares in Q1 2025, an estimated $1.73K.
  • Heck Capital Advisors first reported a position in Discover Financial Services in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Discover Financial Services position peaked at $1.73K in Q4 2024.
  • 1,178 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.