Stifel Financial
DFS

Stifel Financial’s Discover Financial Services DFS Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-200
Closed -$11K – 2324
2014
Q4 		$11K Hold
200
– – ﹤0.01% 2291
2014
Q3 		$13K Buy
+200
New +$12.5K ﹤0.01% 2196

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

Stifel Financial's DFS Position: Q2 2025 in Review

Stifel Financial sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 136,756 shares — an estimated $23.3M sold.

Stifel Financial first reported a position in DFS in Q1 2014 and held it in 45 quarters. The position peaked at $114M in Q4 2017. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Stifel Financial reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 136,756 Discover Financial Services shares in Q2 2025, an estimated $23.3M.
  • Stifel Financial first reported a position in Discover Financial Services in Q1 2014 and held it in 45 quarters.
  • Stifel Financial's Discover Financial Services position peaked at $114M in Q4 2017.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.