VC
DFS

Vicus Capital’s Discover Financial Services DFS Stock Holding History

Vicus Capital’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
-1,848
Closed -$316K – 268
2025
Q1 		$316K Buy
1,848
+21
+1% +$3.84K 0.03% 184
2024
Q4 		$317K Buy
1,827
+37
+2% +$6.07K 0.03% 177
2024
Q3 		$251K Buy
1,790
+99
+6% +$13.3K 0.02% 196
2024
Q2 		$221K Sell
1,691
-15
-0.9% -$1.87K 0.02% 256
2024
Q1 		$224K Buy
+1,706
New +$196K 0.02% 252

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

Vicus Capital's DFS Position: Q2 2025 in Review

Vicus Capital sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,848 shares — an estimated $316K sold.

Vicus Capital first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $317K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Vicus Capital reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Vicus Capital sold 1,848 Discover Financial Services shares in Q2 2025, an estimated $316K.
  • Vicus Capital first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Vicus Capital's Discover Financial Services position peaked at $317K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Vicus Capital's 13F filing for Q2 2025, filed 18 Jul 2025.