PS
DFS

Principal Securities’s Discover Financial Services DFS Stock Holding History

Principal Securities’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
-10,349
Closed -$1.79M – 3736
2025
Q1 		$1.79M Hold
10,349
– – 0.04% 396
2024
Q4 		$1.79M Sell
10,349
-3,894
-27% -$639K 0.04% 394
2024
Q3 		$2M Buy
14,243
+4,947
+53% +$665K 0.05% 349
2024
Q2 		$1.22M Buy
9,296
+186
+2% +$23.2K 0.03% 432
2024
Q1 		$1.19M Sell
9,110
-437
-5% -$50.1K 0.04% 409
2023
Q4 		$1.07M Buy
+9,547
New +$883K 0.04% 392

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

Principal Securities's DFS Position: Q2 2025 in Review

Principal Securities sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 10,349 shares — an estimated $1.79M sold.

Principal Securities first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $2M in Q3 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Principal Securities reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 10,349 Discover Financial Services shares in Q2 2025, an estimated $1.79M.
  • Principal Securities first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Discover Financial Services position peaked at $2M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.