JSSH
DFS

J. Safra Sarasin Holding’s Discover Financial Services DFS Stock Holding History

J. Safra Sarasin Holding’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
-17,072
Closed -$2.96M – 491
2024
Q4 		$2.96M Buy
+17,072
New +$2.8M 0.05% 175

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 $733B AUM 35.63% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

J. Safra Sarasin Holding's DFS Position: Q1 2025 in Review

J. Safra Sarasin Holding sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 17,072 shares — an estimated $2.96M sold.

J. Safra Sarasin Holding first reported a position in DFS in Q4 2024 and held it in 1 quarter. The position peaked at $2.96M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • J. Safra Sarasin Holding reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 17,072 Discover Financial Services shares in Q1 2025, an estimated $2.96M.
  • J. Safra Sarasin Holding first reported a position in Discover Financial Services in Q4 2024 and held it in 1 quarter.
  • J. Safra Sarasin Holding's Discover Financial Services position peaked at $2.96M in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2025, filed 9 May 2025.