HC
DFS

Hoese & Co’s Discover Financial Services DFS Stock Holding History

Hoese & Co’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
-201
Closed -$34.3K – 156
2025
Q1 		$34.3K Hold
201
– – 0.03% 87
2024
Q4 		$34.8K Hold
201
– – 0.03% 87
2024
Q3 		$28.2K Hold
201
– – 0.02% 88
2024
Q2 		$24.7K Hold
201
– – 0.02% 82
2024
Q1 		$24.3K Hold
201
– – 0.02% 86
2023
Q4 		$18.7K Hold
201
– – 0.02% 96
2023
Q3 		$17.4K Hold
201
– – 0.02% 99
2023
Q2 		$23.5K Hold
201
– – 0.02% 97
2023
Q1 		$22.5K Hold
201
– – 0.03% 96
2022
Q4 		$22K Hold
201
– – 0.02% 102
2022
Q3 		$18K Hold
201
– – 0.02% 107
2022
Q2 		$19K Hold
201
– – 0.02% 107
2022
Q1 		$22K Hold
201
– – 0.02% 111
2021
Q4 		$23K Hold
201
– – 0.02% 111
2021
Q3 		$25K Hold
201
– – 0.03% 105
2021
Q2 		$24K Buy
+201
New +$22.7K 0.03% 111

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

Hoese & Co's DFS Position: Q2 2025 in Review

Hoese & Co sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 201 shares — an estimated $34.3K sold.

Hoese & Co first reported a position in DFS in Q2 2021 and held it in 16 quarters. The position peaked at $34.8K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Hoese & Co reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Hoese & Co sold 201 Discover Financial Services shares in Q2 2025, an estimated $34.3K.
  • Hoese & Co first reported a position in Discover Financial Services in Q2 2021 and held it in 16 quarters.
  • Hoese & Co's Discover Financial Services position peaked at $34.8K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Hoese & Co's 13F filing for Q2 2025, filed 29 Jul 2025.