SFI
DFS

Susquehanna Fundamental Investments’s Discover Financial Services DFS Stock Holding History

Susquehanna Fundamental Investments’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
-91,879
Closed -$15.7M – 802
2025
Q1 		$15.7M Buy
+91,879
New +$16.8M 0.22% 105
2021
Q4 		– Sell
-41,636
Closed -$5.12M – 1513
2021
Q3 		$5.12M Sell
41,636
-13,573
-25% -$1.7M 0.09% 290
2021
Q2 		$6.53M Sell
55,209
-100,200
-64% -$11.3M 0.12% 233
2021
Q1 		$14.8M Sell
155,409
-25,177
-14% -$2.37M 0.25% 93
2020
Q4 		$16.3M Buy
180,586
+66,813
+59% +$4.98M 0.3% 72
2020
Q3 		$6.57M Buy
113,773
+13,573
+14% +$711K 0.2% 124
2020
Q2 		$5.02M Buy
+100,200
New +$4.41M 0.24% 93
2020
Q1 		– Sell
-36,500
Closed -$3.1M – 328
2019
Q4 		$3.1M Buy
36,500
+400
+1% +$33K 0.41% 78
2019
Q3 		$2.93M Buy
36,100
+24,500
+211% +$2.02M 0.36% 82
2019
Q2 		$900K Buy
+11,600
New +$898K 0.1% 201
2018
Q4 		– Sell
-32,500
Closed -$2.48M – 332
2018
Q3 		$2.48M Hold
32,500
– – 0.42% 80
2018
Q2 		$2.29M Hold
32,500
– – 0.34% 97
2018
Q1 		$2.34M Buy
+32,500
New +$2.51M 0.28% 129

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 $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 $5.16B AUM 18.64% 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

Susquehanna Fundamental Investments's DFS Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 91,879 shares — an estimated $15.7M sold.

Susquehanna Fundamental Investments first reported a position in DFS in Q1 2018 and held it in 13 quarters. The position peaked at $16.3M in Q4 2020. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Susquehanna Fundamental Investments reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 91,879 Discover Financial Services shares in Q2 2025, an estimated $15.7M.
  • Susquehanna Fundamental Investments first reported a position in Discover Financial Services in Q1 2018 and held it in 13 quarters.
  • Susquehanna Fundamental Investments's Discover Financial Services position peaked at $16.3M in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.