MHR
DFS

Matthew Hamilton Rosenberg’s Discover Financial Services DFS Stock Holding History

Matthew Hamilton Rosenberg’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
-44
Closed -$7.51K – 836
2025
Q1 		$7.51K Hold
44
– – ﹤0.01% 670
2024
Q4 		$7.62K Hold
44
– – ﹤0.01% 661
2024
Q3 		$6.17K Hold
44
– – ﹤0.01% 673
2024
Q2 		$5.85K Hold
44
– – ﹤0.01% 645
2024
Q1 		$5.69K Hold
44
– – ﹤0.01% 676
2023
Q4 		$4.95K Hold
44
– – ﹤0.01% 704
2023
Q3 		$3.81K Hold
44
– – ﹤0.01% 712
2023
Q2 		$5.14K Sell
44
-87
-66% -$9.12K ﹤0.01% 687
2023
Q1 		$12.9K Hold
131
– – ﹤0.01% 634
2022
Q4 		$12.8K Hold
131
– – ﹤0.01% 625
2022
Q3 		$12K Hold
131
– – ﹤0.01% 618
2022
Q2 		$13K Buy
131
+70
+115% +$7.49K ﹤0.01% 619
2022
Q1 		$7K Hold
61
– – ﹤0.01% 650
2021
Q4 		$7K Hold
61
– – ﹤0.01% 624
2021
Q3 		$7K Buy
+61
New +$7.65K ﹤0.01% 609

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

Matthew Hamilton Rosenberg's DFS Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 44 shares — an estimated $7.51K sold.

Matthew Hamilton Rosenberg first reported a position in DFS in Q3 2021 and held it in 15 quarters. The position peaked at $13K in Q2 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 44 Discover Financial Services shares in Q2 2025, an estimated $7.51K.
  • Matthew Hamilton Rosenberg first reported a position in Discover Financial Services in Q3 2021 and held it in 15 quarters.
  • Matthew Hamilton Rosenberg's Discover Financial Services position peaked at $13K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.