PCM
DFS

Prelude Capital Management’s Discover Financial Services DFS Stock Holding History

Prelude Capital 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
2020
Q2 		– Sell
-1,100
Closed -$39K – 2011
2020
Q1 		$39K Buy
+1,100
New +$72.9K ﹤0.01% 813
2019
Q4 		– Sell
-1,100
Closed -$89K – 1979
2019
Q3 		$89K Buy
+1,100
New +$90.8K ﹤0.01% 992
2017
Q4 		– Sell
-3,500
Closed -$226K – 1424
2017
Q3 		$226K Buy
+3,500
New +$212K 0.02% 607

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

Prelude Capital Management's DFS Position: Q2 2025 in Review

Prelude Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 15,532 shares — an estimated $2.65M sold.

Prelude Capital Management first reported a position in DFS in Q2 2013 and held it in 31 quarters. The position peaked at $3.33M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Prelude Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 15,532 Discover Financial Services shares in Q2 2025, an estimated $2.65M.
  • Prelude Capital Management first reported a position in Discover Financial Services in Q2 2013 and held it in 31 quarters.
  • Prelude Capital Management's Discover Financial Services position peaked at $3.33M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.