JO
DFS

John Overdeck’s Discover Financial Services DFS Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-18,000
Closed -$2.08M – 3067
2021
Q4 		$2.08M Buy
18,000
+9,000
+100% +$1.06M ﹤0.01% 1885
2021
Q3 		$1.11M Buy
9,000
+2,000
+29% +$251K ﹤0.01% 2527
2021
Q2 		$828K Buy
7,000
+2,000
+40% +$226K ﹤0.01% 2641
2021
Q1 		$475K Buy
5,000
+700
+16% +$66K ﹤0.01% 2977
2020
Q4 		$389K Sell
4,300
-11,800
-73% -$880K ﹤0.01% 2672
2020
Q3 		$930K Buy
16,100
+9,100
+130% +$477K ﹤0.01% 1809
2020
Q2 		$351K Sell
7,000
-16,000
-70% -$704K ﹤0.01% 2270
2020
Q1 		$820K Sell
23,000
-1,000
-4% -$66.2K 0.01% 1568
2019
Q4 		$2.04M Buy
24,000
+11,600
+94% +$957K 0.01% 1569
2019
Q3 		$1.01M Buy
+12,400
New +$1.02M ﹤0.01% 1984
2019
Q2 		– Sell
-11,900
Closed -$847K – 3397
2019
Q1 		$847K Buy
+11,900
New +$815K ﹤0.01% 1925
2018
Q4 		– Sell
-11,000
Closed -$841K – 3082
2018
Q3 		$841K Sell
11,000
-42,000
-79% -$3.16M ﹤0.01% 2108
2018
Q2 		$3.73M Buy
+53,000
New +$3.89M 0.01% 1189
2018
Q1 		– Sell
-3,000
Closed -$231K – 3217
2017
Q4 		$231K Buy
+3,000
New +$206K ﹤0.01% 2855
2017
Q3 		– Sell
-70,100
Closed -$4.36M – 2814
2017
Q2 		$4.36M Buy
70,100
+67,000
+2,161% +$4.15M 0.02% 930
2017
Q1 		$212K Sell
3,100
-3,900
-56% -$274K ﹤0.01% 2702
2016
Q4 		$505K Buy
+7,000
New +$445K ﹤0.01% 2512
2016
Q2 		– Sell
-8,000
Closed -$407K – 2959
2016
Q1 		$407K Buy
+8,000
New +$386K ﹤0.01% 2192
2015
Q4 		– Sell
-5,000
Closed -$260K – 2724
2015
Q3 		$260K Buy
5,000
+1,000
+25% +$54.8K ﹤0.01% 1861
2015
Q2 		$230K Buy
+4,000
New +$235K ﹤0.01% 2555

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

John Overdeck's DFS Position: Q2 2025 in Review

John Overdeck sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 20,900 shares — an estimated $3.57M sold.

John Overdeck first reported a position in DFS in Q2 2013 and held it in 33 quarters. The position peaked at $111M in Q2 2015. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • John Overdeck reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • John Overdeck sold 20,900 Discover Financial Services shares in Q2 2025, an estimated $3.57M.
  • John Overdeck first reported a position in Discover Financial Services in Q2 2013 and held it in 33 quarters.
  • John Overdeck's Discover Financial Services position peaked at $111M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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