MAM
DFS

Madison Asset Management’s Discover Financial Services DFS Stock Holding History

Madison Asset 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
Q2 		– Sell
-2,844
Closed -$485K – 347
2025
Q1 		$485K Hold
2,844
– – 0.01% 297
2024
Q4 		$493K Hold
2,844
– – 0.01% 304
2024
Q3 		$399K Hold
2,844
– – ﹤0.01% 298
2024
Q2 		$372K Hold
2,844
– – ﹤0.01% 297
2024
Q1 		$373K Hold
2,844
– – ﹤0.01% 305
2023
Q4 		$320K Hold
2,844
– – ﹤0.01% 309
2023
Q3 		$246K Hold
2,844
– – ﹤0.01% 315
2023
Q2 		$332K Hold
2,844
– – ﹤0.01% 302
2023
Q1 		$281K Hold
2,844
– – ﹤0.01% 290
2022
Q4 		$278K Hold
2,844
– – ﹤0.01% 304
2022
Q3 		$259K Hold
2,844
– – ﹤0.01% 326
2022
Q2 		$269K Buy
+2,844
New +$304K ﹤0.01% 345

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

Madison Asset Management's DFS Position: Q2 2025 in Review

Madison Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,844 shares — an estimated $485K sold.

Madison Asset Management first reported a position in DFS in Q2 2022 and held it in 12 quarters. The position peaked at $493K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Madison Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Madison Asset Management sold 2,844 Discover Financial Services shares in Q2 2025, an estimated $485K.
  • Madison Asset Management first reported a position in Discover Financial Services in Q2 2022 and held it in 12 quarters.
  • Madison Asset Management's Discover Financial Services position peaked at $493K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Madison Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.