RAM
DFS

Resona Asset Management’s Discover Financial Services DFS Stock Holding History

Resona Asset 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
-81,337
Closed -$13.7M – 833
2025
Q1 		$13.7M Buy
81,337
+6,052
+8% +$1.11M 0.08% 240
2024
Q4 		$13.1M Sell
75,285
-4,089
-5% -$671K 0.08% 241
2024
Q3 		$11.1M Buy
79,374
+203
+0.3% +$27.3K 0.06% 273
2024
Q2 		$10.3M Sell
79,171
-5,222
-6% -$651K 0.06% 284
2024
Q1 		$11.1M Buy
+84,393
New +$9.67M 0.07% 289

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

Resona Asset Management's DFS Position: Q2 2025 in Review

Resona Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 81,337 shares — an estimated $13.7M sold.

Resona Asset Management first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $13.7M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Resona Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Resona Asset Management sold 81,337 Discover Financial Services shares in Q2 2025, an estimated $13.7M.
  • Resona Asset Management first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Resona Asset Management's Discover Financial Services position peaked at $13.7M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Resona Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.