OIAM
DFS

OFI Invest Asset Management’s Discover Financial Services DFS Stock Holding History

OFI Invest Asset 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
-411
Closed -$64.9K – 328
2025
Q1 		$64.9K Buy
+411
New +$75.2K ﹤0.01% 300

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

OFI Invest Asset Management's DFS Position: Q2 2025 in Review

OFI Invest Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 411 shares — an estimated $64.9K sold.

OFI Invest Asset Management first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $64.9K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • OFI Invest Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 411 Discover Financial Services shares in Q2 2025, an estimated $64.9K.
  • OFI Invest Asset Management first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
  • OFI Invest Asset Management's Discover Financial Services position peaked at $64.9K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on OFI Invest Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.