Richard Pzena’s Discover Financial Services DFS Stock Holding History

Richard Pzena’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	-1,459	Closed	-$249K	–	154
2025 Q1	$249K	Buy	+1,459	New	+$267K	﹤0.01%	144

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 $20.6B AUM 34.61% 1-Year Est. Return

Richard Pzena's DFS Position: Q2 2025 in Review

Richard Pzena sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,459 shares — an estimated $249K sold.

Richard Pzena first reported a position in DFS in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Richard Pzena reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Richard Pzena sold 1,459 Discover Financial Services shares in Q2 2025, an estimated $249K.
Richard Pzena first reported a position in Discover Financial Services in Q1 2025 and held it in 1 quarter.
Richard Pzena's Discover Financial Services position peaked at $249K in Q1 2025.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Pzena Investment Management's 13F filing for Q2 2025, filed 25 Jul 2025.