PI
DFS

PFG Investments’s Discover Financial Services DFS Stock Holding History

PFG Investments’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
-1,648
Closed -$281K – 1070
2025
Q1 		$281K Sell
1,648
-143
-8% -$26.2K 0.02% 738
2024
Q4 		$310K Buy
1,791
+104
+6% +$17.1K 0.02% 694
2024
Q3 		$237K Buy
1,687
+51
+3% +$6.86K 0.02% 826
2024
Q2 		$214K Sell
1,636
-82
-5% -$10.2K 0.02% 792
2024
Q1 		$225K Buy
+1,718
New +$197K 0.01% 853

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

PFG Investments's DFS Position: Q2 2025 in Review

PFG Investments sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,648 shares — an estimated $281K sold.

PFG Investments first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $310K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • PFG Investments reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 1,648 Discover Financial Services shares in Q2 2025, an estimated $281K.
  • PFG Investments first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • PFG Investments's Discover Financial Services position peaked at $310K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.