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
Q3 		– Sell
-27,700
Closed -$1.39M – 1933
2020
Q2 		$1.39M Sell
27,700
-6,900
-20% -$304K 0.08% 240
2020
Q1 		$1.23M Buy
+34,600
New +$2.29M 0.08% 172
2017
Q2 		– Sell
-14,300
Closed -$978K – 1649
2017
Q1 		$978K Hold
14,300
– – 0.09% 240
2016
Q4 		$1.03M Sell
14,300
-14,500
-50% -$922K 0.12% 202
2016
Q3 		$1.63M Hold
28,800
– – 0.17% 136
2016
Q2 		$1.54M Buy
+28,800
New +$1.57M 0.22% 126

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.