HI
DFS

Horizon Investments’s Discover Financial Services DFS Stock Holding History

Horizon Investments’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
-3,626
Closed -$619K – 1113
2025
Q1 		$619K Buy
3,626
+187
+5% +$34.2K 0.02% 345
2024
Q4 		$596K Buy
3,439
+33
+1% +$5.42K 0.02% 336
2024
Q3 		$478K Sell
3,406
-14
-0.4% -$1.88K 0.01% 373
2024
Q2 		$447K Buy
3,420
+48
+1% +$5.98K 0.01% 388
2024
Q1 		$442K Sell
3,372
-124
-4% -$14.2K 0.01% 384
2023
Q4 		$393K Buy
3,496
+92
+3% +$8.51K 0.01% 378
2023
Q3 		$295K Sell
3,404
-5,686
-63% -$565K 0.01% 411
2023
Q2 		$1.06M Sell
9,090
-708
-7% -$74.2K 0.03% 182
2023
Q1 		$968K Sell
9,798
-216
-2% -$23.1K 0.03% 182
2022
Q4 		$980K Buy
10,014
+7,161
+251% +$721K 0.03% 226
2022
Q3 		$259K Sell
2,853
-3,816
-57% -$386K 0.01% 427
2022
Q2 		$631K Buy
6,669
+3,719
+126% +$398K 0.02% 242
2022
Q1 		$325K Buy
2,950
+599
+25% +$70.4K 0.01% 426
2021
Q4 		$272K Sell
2,351
-4,517
-66% -$534K 0.01% 412
2021
Q3 		$844K Buy
6,868
+4,451
+184% +$558K 0.02% 231
2021
Q2 		$286K Buy
2,417
+142
+6% +$16.1K 0.01% 399
2021
Q1 		$216K Buy
+2,275
New +$215K 0.01% 414
2020
Q3 		– Sell
-4,664
Closed -$234K – 396
2020
Q2 		$234K Buy
+4,664
New +$205K 0.01% 407
2020
Q1 		– Sell
-2,954
Closed -$251K – 335
2019
Q4 		$251K Buy
2,954
+393
+15% +$32.4K 0.01% 466
2019
Q3 		$208K Sell
2,561
-319
-11% -$26.3K 0.01% 366
2019
Q2 		$223K Buy
+2,880
New +$223K 0.01% 518

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

Horizon Investments's DFS Position: Q2 2025 in Review

Horizon Investments sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,626 shares — an estimated $619K sold.

Horizon Investments first reported a position in DFS in Q2 2019 and held it in 21 quarters. The position peaked at $1.06M in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Horizon Investments reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Horizon Investments sold 3,626 Discover Financial Services shares in Q2 2025, an estimated $619K.
  • Horizon Investments first reported a position in Discover Financial Services in Q2 2019 and held it in 21 quarters.
  • Horizon Investments's Discover Financial Services position peaked at $1.06M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Horizon Investments's 13F filing for Q2 2025, filed 14 Aug 2025.