KBFS
DFS

Kohmann Bosshard Financial Services’s Discover Financial Services DFS Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-2
Closed -$346 – 409
2024
Q4 		$346 Buy
+2
New +$328 ﹤0.01% 681

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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kohmann Bosshard Financial Services's DFS Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 2 shares — an estimated $346 sold.

Kohmann Bosshard Financial Services first reported a position in DFS in Q4 2024 and held it in 1 quarter. The position peaked at $346 in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2 Discover Financial Services shares in Q1 2025, an estimated $346.
  • Kohmann Bosshard Financial Services first reported a position in Discover Financial Services in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Discover Financial Services position peaked at $346 in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.