UIM
DFS

USS Investment Management’s Discover Financial Services DFS Stock Holding History

USS Investment Management’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
-41,617
Closed -$7.11M – 534
2025
Q1 		$7.11M Sell
41,617
-15,900
-28% -$2.91M 0.05% 255
2024
Q4 		$9.98M Sell
57,517
-12,971
-18% -$2.13M 0.07% 219
2024
Q3 		$9.89M Buy
70,488
+82
+0.1% +$11K 0.07% 233
2024
Q2 		$9.21M Sell
70,406
-4,061
-5% -$506K 0.07% 219
2024
Q1 		$9.76M Buy
74,467
+1,879
+3% +$215K 0.08% 209
2023
Q4 		$8.16M Buy
72,588
+1,374
+2% +$127K 0.07% 232
2023
Q3 		$6.17M Buy
71,214
+773
+1% +$76.8K 0.07% 305
2023
Q2 		$8.23M Hold
70,441
– – 0.1% 225
2023
Q1 		$6.96M Hold
70,441
– – 0.09% 251
2022
Q4 		$6.89M Sell
70,441
-12,700
-15% -$1.28M 0.1% 246
2022
Q3 		$7.57M Sell
83,141
-21,682
-21% -$2.19M 0.11% 197
2022
Q2 		$9.92M Sell
104,823
-5,695
-5% -$609K 0.1% 213
2022
Q1 		$12.2M Buy
110,518
+2,285
+2% +$268K 0.1% 215
2021
Q4 		$12.5M Hold
108,233
– – 0.09% 210
2021
Q3 		$13.3M Buy
108,233
+67,733
+167% +$8.49M 0.11% 185
2021
Q2 		$4.79M Sell
40,500
-1,600
-4% -$181K 0.04% 266
2021
Q1 		$4M Hold
42,100
– – 0.03% 284
2020
Q4 		$3.81M Hold
42,100
– – 0.03% 268
2020
Q3 		$2.43M Hold
42,100
– – 0.02% 330
2020
Q2 		$2.11M Buy
+42,100
New +$1.85M 0.02% 341

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

USS Investment Management's DFS Position: Q2 2025 in Review

USS Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 41,617 shares — an estimated $7.11M sold.

USS Investment Management first reported a position in DFS in Q2 2020 and held it in 20 quarters. The position peaked at $13.3M in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • USS Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • USS Investment Management sold 41,617 Discover Financial Services shares in Q2 2025, an estimated $7.11M.
  • USS Investment Management first reported a position in Discover Financial Services in Q2 2020 and held it in 20 quarters.
  • USS Investment Management's Discover Financial Services position peaked at $13.3M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on USS Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.