Universal-Beteiligungs- und Servicegesellschaft
DFS

Universal-Beteiligungs- und Servicegesellschaft’s Discover Financial Services DFS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
-152,619
Closed -$26.1M – 2032
2025
Q1 		$26.1M Buy
152,619
+24,631
+19% +$4.51M 0.05% 312
2024
Q4 		$22.2M Buy
+127,988
New +$21M 0.04% 344

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

Universal-Beteiligungs- und Servicegesellschaft's DFS Position: Q2 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 152,619 shares — an estimated $26.1M sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $26.1M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 152,619 Discover Financial Services shares in Q2 2025, an estimated $26.1M.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Discover Financial Services position peaked at $26.1M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2025, filed 11 Aug 2025.