VIM
DFS

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

Vinva 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
-14,671
Closed -$2.33M – 417
2025
Q1 		$2.33M Buy
14,671
+2,554
+21% +$467K 0.09% 210
2024
Q4 		$2.09M Buy
12,117
+921
+8% +$151K 0.08% 219
2024
Q3 		$1.56M Buy
+11,196
New +$1.51M 0.07% 249
2023
Q2 		– Sell
-8,700
Closed -$854K – 385
2023
Q1 		$854K Buy
+8,700
New +$931K 0.07% 270

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

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

Vinva Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 14,671 shares — an estimated $2.33M sold.

Vinva Investment Management first reported a position in DFS in Q1 2023 and held it in 4 quarters. The position peaked at $2.33M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Vinva Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Vinva Investment Management sold 14,671 Discover Financial Services shares in Q2 2025, an estimated $2.33M.
  • Vinva Investment Management first reported a position in Discover Financial Services in Q1 2023 and held it in 4 quarters.
  • Vinva Investment Management's Discover Financial Services position peaked at $2.33M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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