MSU
DFS

Mizuho Securities USA’s Discover Financial Services DFS Stock Holding History

Mizuho Securities USA’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
-20,098
Closed -$3.43M – 709
2025
Q1 		$3.43M Sell
20,098
-3,698
-16% -$676K 0.07% 274
2024
Q4 		$4.12M Buy
23,796
+7,515
+46% +$1.23M 0.08% 254
2024
Q3 		$2.28M Sell
16,281
-3,045
-16% -$410K 0.05% 326
2024
Q2 		$2.53M Buy
+19,326
New +$2.41M 0.06% 323

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

Mizuho Securities USA's DFS Position: Q2 2025 in Review

Mizuho Securities USA sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 20,098 shares — an estimated $3.43M sold.

Mizuho Securities USA first reported a position in DFS in Q2 2024 and held it in 4 quarters. The position peaked at $4.12M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mizuho Securities USA reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mizuho Securities USA sold 20,098 Discover Financial Services shares in Q2 2025, an estimated $3.43M.
  • Mizuho Securities USA first reported a position in Discover Financial Services in Q2 2024 and held it in 4 quarters.
  • Mizuho Securities USA's Discover Financial Services position peaked at $4.12M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mizuho Securities USA's 13F filing for Q2 2025, filed 1 Aug 2025.