MG
DFS

Mather Group’s Discover Financial Services DFS Stock Holding History

Mather Group’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
-2,675
Closed -$457K – 889
2025
Q1 		$457K Buy
2,675
+84
+3% +$15.4K 0.01% 398
2024
Q4 		$449K Buy
2,591
+104
+4% +$17.1K 0.01% 382
2024
Q3 		$349K Buy
2,487
+65
+3% +$8.74K ﹤0.01% 433
2024
Q2 		$318K Sell
2,422
-74
-3% -$9.22K ﹤0.01% 518
2024
Q1 		$281K Hold
2,496
– – ﹤0.01% 454
2023
Q4 		$281K Buy
2,496
+40
+2% +$3.7K ﹤0.01% 466
2023
Q3 		$213K Sell
2,456
-533
-18% -$52.9K ﹤0.01% 512
2023
Q2 		$349K Buy
2,989
+943
+46% +$98.8K 0.01% 429
2023
Q1 		$202K Hold
2,046
– – ﹤0.01% 498
2022
Q4 		$200K Sell
2,046
-540
-21% -$54.3K ﹤0.01% 465
2022
Q3 		$235K Buy
+2,586
New +$262K 0.01% 420
2022
Q2 		– Sell
-2,586
Closed -$285K – 404
2022
Q1 		$285K Hold
2,586
– – 0.01% 351
2021
Q4 		$299K Buy
+2,586
New +$306K 0.01% 298

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

Mather Group's DFS Position: Q2 2025 in Review

Mather Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,675 shares — an estimated $457K sold.

Mather Group first reported a position in DFS in Q4 2021 and held it in 13 quarters. The position peaked at $457K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mather Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 2,675 Discover Financial Services shares in Q2 2025, an estimated $457K.
  • Mather Group first reported a position in Discover Financial Services in Q4 2021 and held it in 13 quarters.
  • Mather Group's Discover Financial Services position peaked at $457K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.