Kestra Investment Management’s Discover Financial Services DFS Stock Holding History

Kestra Investment Management’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 Q3	–	Sell	-6,448	Closed	-$1.1M	–	573
2025 Q2	$1.1M	Hold	6,448	–	–	0.02%	265
2025 Q1	$1.1M	Buy	6,448 +6,108	+1,796%	+$1.12M	0.03%	157
2024 Q4	$59K	Buy	+340	New	+$55.8K	﹤0.01%	504

Other funds holding DFS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kestra Investment Management's DFS Position: Q3 2025 in Review

Kestra Investment Management sold out of Discover Financial Services (DFS) in Q3 2025, closing a stake of 6,448 shares — an estimated $1.1M sold.

Kestra Investment Management first reported a position in DFS in Q4 2024 and held it in 3 quarters. The position peaked at $1.1M in Q2 2025. 2 funds tracked by Wall St. Rank hold DFS as of Q3 2025.

Kestra Investment Management reported no remaining Discover Financial Services position as of Q3 2025 after selling out during the quarter.
Kestra Investment Management sold 6,448 Discover Financial Services shares in Q3 2025, an estimated $1.1M.
Kestra Investment Management first reported a position in Discover Financial Services in Q4 2024 and held it in 3 quarters.
Kestra Investment Management's Discover Financial Services position peaked at $1.1M in Q2 2025.
2 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.