MSA
DFS

MUFG Securities Americas’s Discover Financial Services DFS Stock Holding History

MUFG Securities Americas’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
-4,443
Closed -$758K – 506
2025
Q1 		$758K Buy
4,443
+736
+20% +$135K 0.09% 214
2024
Q4 		$642K Buy
+3,707
New +$608K 0.08% 215

Other funds holding DFS

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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

MUFG Securities Americas's DFS Position: Q2 2025 in Review

MUFG Securities Americas sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 4,443 shares — an estimated $758K sold.

MUFG Securities Americas first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $758K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • MUFG Securities Americas reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • MUFG Securities Americas sold 4,443 Discover Financial Services shares in Q2 2025, an estimated $758K.
  • MUFG Securities Americas first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • MUFG Securities Americas's Discover Financial Services position peaked at $758K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on MUFG Securities Americas's 13F filing for Q2 2025, filed 12 Aug 2025.