UOC
DFS

UBS O'Connor’s Discover Financial Services DFS Stock Holding History

UBS O'Connor’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
-2,389,191
Closed -$408M – 420
2025
Q1 		$408M Buy
2,389,191
+1,222,493
+105% +$224M 9.7% 2
2024
Q4 		$202M Buy
+1,166,698
New +$191M 5.05% 7
2024
Q2 		– Sell
-343,669
Closed -$45.1M – 586
2024
Q1 		$45.1M Buy
+343,669
New +$39.4M 1.3% 10
2018
Q3 		– Sell
-75,000
Closed -$5.28M – 292
2018
Q2 		$5.28M Buy
+75,000
New +$5.5M 0.11% 101
2018
Q1 		– Sell
-25,000
Closed -$1.92M – 320
2017
Q4 		$1.92M Buy
+25,000
New +$1.72M 0.03% 212
2015
Q4 		– Sell
-99,566
Closed -$5.18M – 447
2015
Q3 		$5.18M Sell
99,566
-233,460
-70% -$12.8M 0.11% 207
2015
Q2 		$19.2M Buy
333,026
+274,344
+468% +$16.1M 0.33% 80
2015
Q1 		$3.31M Buy
58,682
+52,320
+822% +$3.1M 0.07% 247
2014
Q4 		$417K Buy
+6,362
New +$408K 0.01% 459
2013
Q4 		– Hold
0
– – – 431
2013
Q3 		– Hold
0
– – – 465

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