JFG
DFS

JDM Financial Group’s Discover Financial Services DFS Stock Holding History

JDM Financial Group’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
-75
Closed -$12.8K – 276
2025
Q1 		$12.8K Hold
75
– – 0.01% 153
2024
Q4 		$13K Hold
75
– – 0.01% 158
2024
Q3 		$10.5K Buy
75
+4
+6% +$538 0.01% 171
2024
Q2 		$9.29K Hold
71
– – 0.01% 152
2024
Q1 		$9.31K Hold
71
– – 0.01% 145
2023
Q4 		$7.98K Hold
71
– – 0.01% 151
2023
Q3 		$6.15K Hold
71
– – 0.01% 157
2023
Q2 		$8.3K Hold
71
– – 0.01% 146
2023
Q1 		$7.02K Hold
71
– – 0.01% 165
2022
Q4 		$6.95K Buy
+71
New +$7.14K 0.01% 160

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

JDM Financial Group's DFS Position: Q2 2025 in Review

JDM Financial Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 75 shares — an estimated $12.8K sold.

JDM Financial Group first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $13K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • JDM Financial Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 75 Discover Financial Services shares in Q2 2025, an estimated $12.8K.
  • JDM Financial Group first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • JDM Financial Group's Discover Financial Services position peaked at $13K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.