RIM
DFS

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

Rakuten 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
Q1 		$3.64M Buy
+22,950
New +$4.2M 0.02% 266
2024
Q3 		$1.98M Buy
14,217
+3,542
+33% +$476K 0.01% 244
2024
Q2 		$1.32M Buy
10,675
+3,951
+59% +$493K 0.01% 240
2024
Q1 		$881K Buy
6,724
+6,106
+988% +$700K 0.01% 240
2023
Q4 		$69.6K Buy
+618
New +$57.1K ﹤0.01% 246

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rakuten Investment Management's DFS Position: Q1 2025 in Review

Rakuten Investment Management opened a new position in Discover Financial Services (DFS) in Q1 2025: 22,950 shares worth $3.64M. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Rakuten Investment Management previously reported a position in DFS as recently as Q3 2024.

Rakuten Investment Management first reported a position in DFS in Q4 2023 and has held it in 5 quarters since. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Rakuten Investment Management held 22,950 shares of Discover Financial Services worth $3.64M as of Q1 2025.
  • Discover Financial Services was a new Rakuten Investment Management position in Q1 2025.
  • Discover Financial Services made up 0.02% of Rakuten Investment Management's portfolio in Q1 2025, its #266 holding.
  • Rakuten Investment Management first reported a position in Discover Financial Services in Q4 2023 and has held it in 5 quarters since.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Rakuten Investment Management's 13F filing for Q1 2025, filed 15 May 2025.