Mercer Global Advisors
DFS

Mercer Global Advisors’s Discover Financial Services DFS Stock Holding History

Mercer Global Advisors’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
-29,987
Closed -$5.12M – 2286
2025
Q1 		$5.12M Buy
29,987
+3,010
+11% +$551K 0.01% 529
2024
Q4 		$4.67M Buy
26,977
+5,525
+26% +$907K 0.01% 553
2024
Q3 		$2.93M Buy
21,452
+1,035
+5% +$139K 0.01% 651
2024
Q2 		$2.67M Sell
20,417
-1,079
-5% -$135K 0.01% 637
2024
Q1 		$2.82M Buy
21,496
+74
+0.3% +$8.48K 0.01% 625
2023
Q4 		$2.41M Sell
21,422
-943
-4% -$87.2K 0.01% 675
2023
Q3 		$1.94M Sell
22,365
-806
-3% -$80.1K 0.01% 712
2023
Q2 		$2.71M Buy
23,171
+751
+3% +$78.7K 0.01% 631
2023
Q1 		$2.22M Sell
22,420
-452
-2% -$48.4K 0.01% 647
2022
Q4 		$2.24M Buy
22,872
+5,095
+29% +$513K 0.01% 660
2022
Q3 		$1.62M Sell
17,777
-321
-2% -$32.5K 0.01% 683
2022
Q2 		$1.71M Buy
18,098
+4,974
+38% +$532K 0.01% 657
2022
Q1 		$1.45M Buy
13,124
+800
+6% +$94K 0.01% 758
2021
Q4 		$1.42M Buy
12,324
+173
+1% +$20.5K 0.01% 740
2021
Q3 		$1.49M Buy
12,151
+788
+7% +$98.8K 0.01% 722
2021
Q2 		$1.34M Buy
11,363
+2,399
+27% +$271K 0.01% 717
2021
Q1 		$852K Buy
8,964
+119
+1% +$11.2K 0.01% 845
2020
Q4 		$801K Sell
8,845
-34,549
-80% -$2.58M 0.01% 684
2020
Q3 		$2.51M Buy
43,394
+67
+0.2% +$3.51K 0.04% 323
2020
Q2 		$2.17M Sell
43,327
-1,343
-3% -$59.1K 0.04% 316
2020
Q1 		$1.59M Buy
44,670
+33,152
+288% +$2.2M 0.04% 363
2019
Q4 		$977K Sell
11,518
-4,976
-30% -$410K 0.02% 533
2019
Q3 		$1.34M Sell
16,494
-5,678
-26% -$469K 0.03% 402
2019
Q2 		$1.72M Buy
22,172
+10,360
+88% +$802K 0.05% 317
2019
Q1 		$841K Buy
+11,812
New +$809K 0.03% 469

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

Mercer Global Advisors's DFS Position: Q2 2025 in Review

Mercer Global Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 29,987 shares — an estimated $5.12M sold.

Mercer Global Advisors first reported a position in DFS in Q1 2019 and held it in 25 quarters. The position peaked at $5.12M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mercer Global Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 29,987 Discover Financial Services shares in Q2 2025, an estimated $5.12M.
  • Mercer Global Advisors first reported a position in Discover Financial Services in Q1 2019 and held it in 25 quarters.
  • Mercer Global Advisors's Discover Financial Services position peaked at $5.12M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.