JFG
DFS

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

Jefferies 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
-72,597
Closed -$12.4M – 1412
2025
Q1 		$12.4M Buy
+72,597
New +$13.3M 0.11% 127
2024
Q3 		– Sell
-11,081
Closed -$1.45M – 1513
2024
Q2 		$1.45M Buy
+11,081
New +$1.38M 0.02% 635
2024
Q1 		– Sell
-68,721
Closed -$7.72M – 1694
2023
Q4 		$7.72M Buy
68,721
+63,390
+1,189% +$5.86M 0.05% 281
2023
Q3 		$462K Buy
5,331
+3,013
+130% +$299K ﹤0.01% 1097
2023
Q2 		$271K Sell
2,318
-317
-12% -$33.2K ﹤0.01% 1355
2023
Q1 		$260K Sell
2,635
-29,365
-92% -$3.14M ﹤0.01% 1274
2022
Q4 		$3.13M Buy
+32,000
New +$3.22M 0.02% 504

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

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

Jefferies Financial Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 72,597 shares — an estimated $12.4M sold.

Jefferies Financial Group first reported a position in DFS in Q4 2022 and held it in 7 quarters. The position peaked at $12.4M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Jefferies Financial Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 72,597 Discover Financial Services shares in Q2 2025, an estimated $12.4M.
  • Jefferies Financial Group first reported a position in Discover Financial Services in Q4 2022 and held it in 7 quarters.
  • Jefferies Financial Group's Discover Financial Services position peaked at $12.4M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.