SLI
DFS

Sumitomo Life Insurance’s Discover Financial Services DFS Stock Holding History

Sumitomo Life Insurance’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
-8,144
Closed -$1.39M – 269
2025
Q1 		$1.39M Sell
8,144
-155
-2% -$28.4K 0.05% 152
2024
Q4 		$1.44M Sell
8,299
-342
-4% -$56.1K 0.03% 157
2024
Q3 		$1.21M Buy
8,641
+233
+3% +$31.3K 0.02% 170
2024
Q2 		$1.1M Sell
8,408
-1,034
-11% -$129K 0.03% 171
2024
Q1 		$1.24M Sell
9,442
-417
-4% -$47.8K 0.03% 168
2023
Q4 		$1.11M Sell
9,859
-523
-5% -$48.3K 0.03% 167
2023
Q3 		$899K Sell
10,382
-127
-1% -$12.6K 0.03% 183
2023
Q2 		$1.23M Sell
10,509
-990
-9% -$104K 0.05% 155
2023
Q1 		$1.14M Sell
11,499
-118
-1% -$12.6K 0.1% 164
2022
Q4 		$1.14M Sell
11,617
-567
-5% -$57.1K 0.08% 161
2022
Q3 		$1.11M Sell
12,184
-837
-6% -$84.7K 0.05% 158
2022
Q2 		$1.23M Buy
13,021
+224
+2% +$24K 0.03% 163
2022
Q1 		$1.41M Sell
12,797
-314
-2% -$36.9K 0.03% 161
2021
Q4 		$1.51M Sell
13,111
-406
-3% -$48K 0.04% 159
2021
Q3 		$1.66M Sell
13,517
-571
-4% -$71.6K 0.04% 144
2021
Q2 		$1.67M Sell
14,088
-2,216
-14% -$251K 0.05% 151
2021
Q1 		$1.55M Sell
16,304
-672
-4% -$63.4K 0.06% 173
2020
Q4 		$1.54M Sell
16,976
-1,894
-10% -$141K 0.06% 171
2020
Q3 		$1.09M Sell
18,870
-1,622
-8% -$84.9K 0.05% 206
2020
Q2 		$1.03M Sell
20,492
-813
-4% -$35.8K 0.06% 205
2020
Q1 		$760K Buy
21,305
+43
+0.2% +$2.85K 0.05% 214
2019
Q4 		$1.8M Buy
21,262
+1,198
+6% +$98.8K 0.2% 143
2019
Q3 		$1.63M Sell
20,064
-2,601
-11% -$215K 0.21% 145
2019
Q2 		$1.76M Buy
22,665
+894
+4% +$69.2K 0.21% 141
2019
Q1 		$1.55M Sell
21,771
-2,409
-10% -$165K 0.21% 159
2018
Q4 		$1.43M Buy
24,180
+582
+2% +$40.2K 0.2% 158
2018
Q3 		$1.8M Sell
23,598
-400
-2% -$30.1K 0.22% 146
2018
Q2 		$1.69M Buy
23,998
+942
+4% +$69.1K 0.21% 159
2018
Q1 		$1.66M Sell
23,056
-16,311
-41% -$1.26M 0.22% 162
2017
Q4 		$3.03M Sell
39,367
-1,579
-4% -$109K 0.38% 81
2017
Q3 		$2.64M Sell
40,946
-916
-2% -$55.5K 0.34% 98
2017
Q2 		$2.6M Sell
41,862
-113
-0.3% -$7K 0.34% 98
2017
Q1 		$2.87M Buy
41,975
+1,761
+4% +$124K 0.41% 72
2016
Q4 		$2.9M Buy
40,214
+1,089
+3% +$69.2K 0.41% 68
2016
Q3 		$2.21M Sell
39,125
-7,498
-16% -$430K 0.33% 92
2016
Q2 		$2.5M Sell
46,623
-11,435
-20% -$622K 0.34% 85
2016
Q1 		$2.96M Sell
58,058
-1,212
-2% -$58.4K 0.38% 71
2015
Q4 		$3.18M Buy
59,270
+1,590
+3% +$88.2K 0.4% 71
2015
Q3 		$3M Buy
57,680
+7,340
+15% +$402K 0.4% 72
2015
Q2 		$2.9M Sell
50,340
-386
-0.8% -$22.7K 0.35% 79
2015
Q1 		$2.86M Buy
50,726
+12,861
+34% +$761K 0.32% 102
2014
Q4 		$2.48M Sell
37,865
-2,090
-5% -$134K 0.25% 145
2014
Q3 		$2.57M Sell
39,955
-1,097
-3% -$68.8K 0.25% 138
2014
Q2 		$2.54M Buy
41,052
+225
+0.6% +$13.1K 0.24% 152
2014
Q1 		$2.38M Sell
40,827
-30,926
-43% -$1.73M 0.23% 160
2013
Q4 		$4.01M Sell
71,753
-11,904
-14% -$624K 0.36% 89
2013
Q3 		$4.23M Buy
83,657
+3,769
+5% +$189K 0.39% 78
2013
Q2 		$3.81M Buy
+79,888
New +$3.67M 0.36% 84

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 $4.82B AUM 20.19% 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

Sumitomo Life Insurance's DFS Position: Q2 2025 in Review

Sumitomo Life Insurance sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 8,144 shares — an estimated $1.39M sold.

Sumitomo Life Insurance first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $4.23M in Q3 2013. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Sumitomo Life Insurance reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Sumitomo Life Insurance sold 8,144 Discover Financial Services shares in Q2 2025, an estimated $1.39M.
  • Sumitomo Life Insurance first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • Sumitomo Life Insurance's Discover Financial Services position peaked at $4.23M in Q3 2013.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Sumitomo Life Insurance's 13F filing for Q2 2025, filed 5 Aug 2025.