SS
DFS

Steve Schonfeld’s Discover Financial Services DFS Stock Holding History

Steve Schonfeld’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
2023
Q4 		– Sell
-50,000
Closed -$4.33M – 1933
2023
Q3 		$4.33M Buy
50,000
+21,700
+77% +$2.16M 0.03% 588
2023
Q2 		$52.4K Buy
+28,300
New +$2.97M ﹤0.01% 1806

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
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
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Steve Schonfeld's DFS Position: Q2 2025 in Review

Steve Schonfeld sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 57,681 shares — an estimated $9.85M sold.

Steve Schonfeld first reported a position in DFS in Q3 2016 and held it in 28 quarters. The position peaked at $30.8M in Q1 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Steve Schonfeld reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 57,681 Discover Financial Services shares in Q2 2025, an estimated $9.85M.
  • Steve Schonfeld first reported a position in Discover Financial Services in Q3 2016 and held it in 28 quarters.
  • Steve Schonfeld's Discover Financial Services position peaked at $30.8M in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.