MML Investors Services
DFS

MML Investors Services’s Discover Financial Services DFS Stock Holding History

MML Investors Services’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
-153,003
Closed -$26.1M – 2824
2025
Q1 		$26.1M Sell
153,003
-68,159
-31% -$12.5M 0.09% 232
2024
Q4 		$38.3M Buy
221,162
+495
+0.2% +$81.2K 0.13% 166
2024
Q3 		$31M Buy
220,667
+13,306
+6% +$1.79M 0.11% 188
2024
Q2 		$27.1M Sell
207,361
-18,141
-8% -$2.26M 0.11% 195
2024
Q1 		$29.6M Sell
225,502
-9,729
-4% -$1.12M 0.12% 186
2023
Q4 		$26.4M Buy
235,231
+26,142
+13% +$2.42M 0.12% 184
2023
Q3 		$18.1M Buy
209,089
+18,295
+10% +$1.82M 0.1% 214
2023
Q2 		$22.3M Buy
190,794
+29,946
+19% +$3.14M 0.12% 189
2023
Q1 		$15.9M Sell
160,848
-8,885
-5% -$951K 0.11% 204
2022
Q4 		$16.6M Buy
169,733
+12,067
+8% +$1.21M 0.11% 214
2022
Q3 		$14.3M Buy
157,666
+4,967
+3% +$503K 0.11% 208
2022
Q2 		$14.4M Buy
152,699
+15,006
+11% +$1.61M 0.11% 209
2022
Q1 		$15.2M Buy
137,693
+8,439
+7% +$992K 0.11% 203
2021
Q4 		$14.9M Buy
129,254
+23,442
+22% +$2.77M 0.11% 200
2021
Q3 		$13M Sell
105,812
-5,529
-5% -$693K 0.1% 212
2021
Q2 		$13.2M Buy
111,341
+9,202
+9% +$1.04M 0.11% 201
2021
Q1 		$9.7M Buy
102,139
+18,324
+22% +$1.73M 0.09% 239
2020
Q4 		$7.59M Buy
83,815
+9,739
+13% +$727K 0.08% 240
2020
Q3 		$4.28M Buy
74,076
+6,732
+10% +$353K 0.05% 299
2020
Q2 		$3.37M Buy
67,344
+19,140
+40% +$842K 0.05% 350
2020
Q1 		$1.72M Buy
48,204
+508
+1% +$33.6K 0.03% 461
2019
Q4 		$4.05M Buy
47,696
+7,137
+18% +$589K 0.06% 297
2019
Q3 		$3.29M Sell
40,559
-4,044
-9% -$334K 0.05% 317
2019
Q2 		$3.46M Buy
44,603
+5,030
+13% +$390K 0.05% 331
2019
Q1 		$2.82M Buy
39,573
+5,938
+18% +$407K 0.04% 363
2018
Q4 		$1.98M Sell
33,635
-2,062
-6% -$142K 0.04% 418
2018
Q3 		$2.73M Buy
35,697
+18,688
+110% +$1.41M 0.05% 348
2018
Q2 		$1.2M Buy
17,009
+2,219
+15% +$163K 0.03% 505
2018
Q1 		$1.06M Sell
14,790
-1,893
-11% -$146K 0.02% 527
2017
Q4 		$1.28M Sell
16,683
-1,653
-9% -$114K 0.02% 465
2017
Q3 		$1.18M Buy
18,336
+2,084
+13% +$126K 0.02% 455
2017
Q2 		$1.01M Buy
16,252
+3,673
+29% +$227K 0.02% 505
2017
Q1 		$860K Buy
+12,579
New +$883K 0.02% 309

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

MML Investors Services's DFS Position: Q2 2025 in Review

MML Investors Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 153,003 shares — an estimated $26.1M sold.

MML Investors Services first reported a position in DFS in Q1 2017 and held it in 33 quarters. The position peaked at $38.3M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • MML Investors Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 153,003 Discover Financial Services shares in Q2 2025, an estimated $26.1M.
  • MML Investors Services first reported a position in Discover Financial Services in Q1 2017 and held it in 33 quarters.
  • MML Investors Services's Discover Financial Services position peaked at $38.3M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.