JFGIW
DFS

Johnson Financial Group Inc (Wisconsin)’s Discover Financial Services DFS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-374
Closed -$63.8K – 753
2025
Q1 		$63.8K Hold
374
– – ﹤0.01% 573
2024
Q4 		$75.2K Sell
374
-45
-11% -$7.38K ﹤0.01% 414
2024
Q3 		$58.8K Sell
419
-166
-28% -$22.3K ﹤0.01% 508
2024
Q2 		$76.5K Sell
585
-127
-18% -$15.8K ﹤0.01% 405
2024
Q1 		$93.3K Buy
712
+285
+67% +$32.7K 0.01% 362
2023
Q4 		$48K Buy
427
+27
+7% +$2.5K ﹤0.01% 456
2023
Q3 		$34.7K Hold
400
– – ﹤0.01% 433
2023
Q2 		$46.7K Sell
400
-227
-36% -$23.8K ﹤0.01% 413
2023
Q1 		$62K Buy
627
+292
+87% +$31.3K ﹤0.01% 382
2022
Q4 		$32.8K Hold
335
– – ﹤0.01% 392
2022
Q3 		$35K Sell
335
-400
-54% -$40.5K ﹤0.01% 384
2022
Q2 		$70K Hold
735
– – 0.01% 351
2022
Q1 		$81K Sell
735
-110
-13% -$12.9K 0.01% 379
2021
Q4 		$98K Sell
845
-149
-15% -$17.6K 0.01% 368
2021
Q3 		$122K Sell
994
-28
-3% -$3.51K 0.01% 303
2021
Q2 		$121K Hold
1,022
– – 0.01% 321
2021
Q1 		$97K Buy
1,022
+28
+3% +$2.64K 0.01% 343
2020
Q4 		$90K Buy
994
+700
+238% +$52.2K 0.01% 265
2020
Q3 		$17K Sell
294
-263
-47% -$13.8K ﹤0.01% 349
2020
Q2 		$28K Hold
557
– – ﹤0.01% 306
2020
Q1 		$20K Sell
557
-5,315
-91% -$352K ﹤0.01% 350
2019
Q4 		$498K Sell
5,872
-4,704
-44% -$388K 0.05% 139
2019
Q3 		$858K Buy
10,576
+4,085
+63% +$337K 0.08% 136
2019
Q2 		$504K Buy
6,491
+1,138
+21% +$88.1K 0.04% 168
2019
Q1 		$381K Buy
5,353
+176
+3% +$12.1K 0.03% 189
2018
Q4 		$305K Buy
5,177
+39
+0.8% +$2.69K 0.03% 194
2018
Q3 		$393K Sell
5,138
-705
-12% -$53.1K 0.04% 187
2018
Q2 		$412K Sell
5,843
-208
-3% -$15.3K 0.05% 179
2018
Q1 		$435K Buy
6,051
+525
+10% +$40.5K 0.05% 173
2017
Q4 		$425K Hold
5,526
– – 0.05% 182
2017
Q3 		$357K Sell
5,526
-7,075
-56% -$429K 0.05% 187
2017
Q2 		$783K Sell
12,601
-4,768
-27% -$295K 0.11% 134
2017
Q1 		$1.19M Sell
17,369
-675
-4% -$47.4K 0.15% 140
2016
Q4 		$1.3M Sell
18,044
-287
-2% -$18.2K 0.18% 124
2016
Q3 		$1.04M Sell
18,331
-3,084
-14% -$177K 0.14% 139
2016
Q2 		$1.15M Buy
21,415
+13,330
+165% +$725K 0.16% 128
2016
Q1 		$412K Buy
8,085
+3,718
+85% +$179K 0.08% 186
2015
Q4 		$234K Buy
4,367
+1,109
+34% +$61.5K 0.05% 231
2015
Q3 		$169K Buy
3,258
+564
+21% +$30.9K 0.04% 265
2015
Q2 		$155K Sell
2,694
-3,343
-55% -$196K 0.03% 286
2015
Q1 		$340K Sell
6,037
-72
-1% -$4.26K 0.07% 208
2014
Q4 		$400K Buy
6,109
+1,984
+48% +$127K 0.09% 168
2014
Q3 		$265K Sell
4,125
-141
-3% -$8.84K 0.07% 194
2014
Q2 		$264K Sell
4,266
-44
-1% -$2.57K 0.07% 198
2014
Q1 		$251K Sell
4,310
-181
-4% -$10.1K 0.07% 186
2013
Q4 		$251K Buy
4,491
+413
+10% +$21.6K 0.07% 191
2013
Q3 		$206K Sell
4,078
-391
-9% -$19.6K 0.06% 200
2013
Q2 		$213K Buy
+4,469
New +$205K 0.06% 201

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DWM
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KIM
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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
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HNB
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Johnson Financial Group Inc (Wisconsin)'s DFS Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 374 shares — an estimated $63.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $1.3M in Q4 2016. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 374 Discover Financial Services shares in Q2 2025, an estimated $63.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Discover Financial Services position peaked at $1.3M in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.