SIC
DFS

SJS Investment Consulting’s Discover Financial Services DFS Stock Holding History

SJS Investment Consulting’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
-76
Closed -$13K – 1576
2025
Q1 		$13K Buy
76
+4
+6% +$732 ﹤0.01% 336
2024
Q4 		$12.5K Buy
72
+3
+4% +$492 ﹤0.01% 330
2024
Q3 		$9.68K Sell
69
-1
-1% -$135 ﹤0.01% 372
2024
Q2 		$9.16K Hold
70
– – ﹤0.01% 345
2024
Q1 		$9.18K Buy
70
+8
+13% +$917 ﹤0.01% 363
2023
Q4 		$6.97K Sell
62
-15
-19% -$1.39K ﹤0.01% 338
2023
Q3 		$6.67K Sell
77
-2
-3% -$199 ﹤0.01% 333
2023
Q2 		$9.23K Sell
79
-15
-16% -$1.57K ﹤0.01% 278
2023
Q1 		$9.29K Buy
94
+1
+1% +$107 ﹤0.01% 301
2022
Q4 		$9.1K Buy
93
+28
+43% +$2.82K ﹤0.01% 293
2022
Q3 		$6K Buy
+65
New +$6.58K ﹤0.01% 317
2022
Q1 		$6K Buy
49
+5
+11% +$588 ﹤0.01% 431
2021
Q4 		$5K Buy
+44
New +$5.21K ﹤0.01% 427

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

SJS Investment Consulting's DFS Position: Q2 2025 in Review

SJS Investment Consulting sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 76 shares — an estimated $13K sold.

SJS Investment Consulting first reported a position in DFS in Q4 2021 and held it in 13 quarters. The position peaked at $13K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • SJS Investment Consulting reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 76 Discover Financial Services shares in Q2 2025, an estimated $13K.
  • SJS Investment Consulting first reported a position in Discover Financial Services in Q4 2021 and held it in 13 quarters.
  • SJS Investment Consulting's Discover Financial Services position peaked at $13K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.