TWC
DFS

TD Waterhouse Canada’s Discover Financial Services DFS Stock Holding History

TD Waterhouse Canada’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
-3,403
Closed -$579K – 2024
2025
Q1 		$579K Sell
3,403
-279
-8% -$51K ﹤0.01% 618
2024
Q4 		$639K Sell
3,682
-174
-5% -$28.6K 0.01% 580
2024
Q3 		$525K Sell
3,856
-3
-0.1% -$404 ﹤0.01% 601
2024
Q2 		$514K Sell
3,859
-136
-3% -$17K ﹤0.01% 592
2024
Q1 		$591K Sell
3,995
-24
-0.6% -$2.75K ﹤0.01% 587
2023
Q4 		$509K Buy
4,019
+233
+6% +$21.5K ﹤0.01% 525
2023
Q3 		$402K Sell
3,786
-75
-2% -$7.45K ﹤0.01% 548
2023
Q2 		$525K Sell
3,861
-1,031
-21% -$108K 0.01% 526
2023
Q1 		$577K Buy
4,892
+213
+5% +$22.8K 0.01% 507
2022
Q4 		$551K Sell
4,679
-30
-0.6% -$3.02K 0.01% 508
2022
Q3 		$536K Buy
4,709
+93
+2% +$9.41K 0.01% 492
2022
Q2 		$531K Sell
4,616
-2,485
-35% -$266K 0.01% 523
2022
Q1 		$869K Sell
7,101
-21
-0.3% -$2.47K 0.01% 476
2021
Q4 		$965K Buy
+7,122
New +$842K 0.01% 490

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

TD Waterhouse Canada's DFS Position: Q2 2025 in Review

TD Waterhouse Canada sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,403 shares — an estimated $579K sold.

TD Waterhouse Canada first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $965K in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • TD Waterhouse Canada reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • TD Waterhouse Canada sold 3,403 Discover Financial Services shares in Q2 2025, an estimated $579K.
  • TD Waterhouse Canada first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • TD Waterhouse Canada's Discover Financial Services position peaked at $965K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on TD Waterhouse Canada's 13F filing for Q2 2025, filed 11 Aug 2025.