PIM
DFS

Plato Investment Management’s Discover Financial Services DFS Stock Holding History

Plato 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
-1,108
Closed -$191K – 534
2025
Q1 		$191K Buy
+1,108
New +$203K 0.02% 397
2024
Q2 		– Sell
-70
Closed -$9.18K – 501
2024
Q1 		$9.18K Hold
70
– – ﹤0.01% 438
2023
Q4 		$7.87K Buy
+70
New +$6.47K 0.01% 372

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

Plato Investment Management's DFS Position: Q2 2025 in Review

Plato Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,108 shares — an estimated $191K sold.

Plato Investment Management first reported a position in DFS in Q4 2023 and held it in 3 quarters. The position peaked at $191K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Plato Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 1,108 Discover Financial Services shares in Q2 2025, an estimated $191K.
  • Plato Investment Management first reported a position in Discover Financial Services in Q4 2023 and held it in 3 quarters.
  • Plato Investment Management's Discover Financial Services position peaked at $191K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.