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
2013
Q4 		– Sell
-43,200
Closed -$58K – 422
2013
Q3 		$58K Buy
+43,200
New +$2.16M ﹤0.01% 388

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

UBS O'Connor's DFS Position: Q2 2025 in Review

UBS O'Connor sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,389,191 shares — an estimated $408M sold.

UBS O'Connor first reported a position in DFS in Q4 2014 and held it in 9 quarters. The position peaked at $408M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • UBS O'Connor reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • UBS O'Connor sold 2,389,191 Discover Financial Services shares in Q2 2025, an estimated $408M.
  • UBS O'Connor first reported a position in Discover Financial Services in Q4 2014 and held it in 9 quarters.
  • UBS O'Connor's Discover Financial Services position peaked at $408M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.