NYLIM
DFS

New York Life Investment Management’s Discover Financial Services DFS Stock Holding History

New York Life Investment Management’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
-37,076
Closed -$6.33M – 810
2025
Q1 		$6.33M Sell
37,076
-90,044
-71% -$16.5M 0.06% 272
2024
Q4 		$22M Sell
127,120
-41,399
-25% -$6.79M 0.22% 89
2024
Q3 		$23.6M Sell
168,519
-527
-0.3% -$70.9K 0.23% 88
2024
Q2 		$22.1M Buy
169,046
+38,916
+30% +$4.85M 0.22% 86
2024
Q1 		$17.1M Buy
130,130
+91,079
+233% +$10.4M 0.17% 116
2023
Q4 		$4.39M Buy
39,051
+95
+0.2% +$8.78K 0.05% 355
2023
Q3 		$3.37M Sell
38,956
-814
-2% -$80.8K 0.04% 380
2023
Q2 		$4.65M Sell
39,770
-2,157
-5% -$226K 0.05% 331
2023
Q1 		$4.14M Sell
41,927
-868
-2% -$92.9K 0.05% 354
2022
Q4 		$4.19M Sell
42,795
-139
-0.3% -$14K 0.05% 358
2022
Q3 		$3.9M Sell
42,934
-1,304
-3% -$132K 0.05% 359
2022
Q2 		$4.19M Buy
+44,238
New +$4.73M 0.05% 343

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $5.16B AUM 18.64% 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

New York Life Investment Management's DFS Position: Q2 2025 in Review

New York Life Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 37,076 shares — an estimated $6.33M sold.

New York Life Investment Management first reported a position in DFS in Q2 2022 and held it in 12 quarters. The position peaked at $23.6M in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • New York Life Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 37,076 Discover Financial Services shares in Q2 2025, an estimated $6.33M.
  • New York Life Investment Management first reported a position in Discover Financial Services in Q2 2022 and held it in 12 quarters.
  • New York Life Investment Management's Discover Financial Services position peaked at $23.6M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.