IGAM
DFS

iA Global Asset Management’s Discover Financial Services DFS Stock Holding History

iA Global Asset 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
-9,524
Closed -$1.63M – 431
2025
Q1 		$1.63M Sell
9,524
-515
-5% -$94.2K 0.03% 265
2024
Q4 		$1.74M Sell
10,039
-2,416
-19% -$397K 0.03% 251
2024
Q3 		$1.75M Buy
12,455
+9,982
+404% +$1.34M 0.03% 275
2024
Q2 		$323K Buy
2,473
+161
+7% +$20.1K 0.01% 382
2024
Q1 		$303K Sell
2,312
-11,579
-83% -$1.33M 0.01% 395
2023
Q4 		$1.56M Sell
13,891
-7,458
-35% -$689K 0.04% 265
2023
Q3 		$1.85M Buy
21,349
+7,186
+51% +$714K 0.05% 229
2023
Q2 		$1.66M Buy
+14,163
New +$1.48M 0.04% 246

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

iA Global Asset Management's DFS Position: Q2 2025 in Review

iA Global Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,524 shares — an estimated $1.63M sold.

iA Global Asset Management first reported a position in DFS in Q2 2023 and held it in 8 quarters. The position peaked at $1.85M in Q3 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • iA Global Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • iA Global Asset Management sold 9,524 Discover Financial Services shares in Q2 2025, an estimated $1.63M.
  • iA Global Asset Management first reported a position in Discover Financial Services in Q2 2023 and held it in 8 quarters.
  • iA Global Asset Management's Discover Financial Services position peaked at $1.85M in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on iA Global Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.