SAM
DFS

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

Smartleaf 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
-2,000
Closed -$318K – 2786
2025
Q1 		$318K Buy
2,000
+76
+4% +$13.9K 0.03% 450
2024
Q4 		$332K Buy
1,924
+412
+27% +$67.6K 0.03% 416
2024
Q3 		$211K Buy
1,512
+595
+65% +$80K 0.03% 482
2024
Q2 		$114K Buy
917
+554
+153% +$69.1K 0.02% 540
2024
Q1 		$46.5K Buy
+363
New +$41.6K 0.01% 693

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

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

Smartleaf Asset Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,000 shares — an estimated $318K sold.

Smartleaf Asset Management first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $332K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 2,000 Discover Financial Services shares in Q2 2025, an estimated $318K.
  • Smartleaf Asset Management first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Smartleaf Asset Management's Discover Financial Services position peaked at $332K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.