VIM
DFS

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

Vista 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
-9,498
Closed -$1.62M – 172
2025
Q1 		$1.62M Sell
9,498
-467
-5% -$85.4K 0.63% 51
2024
Q4 		$1.73M Sell
9,965
-143
-1% -$23.5K 0.66% 51
2024
Q3 		$1.42M Sell
10,108
-66
-0.6% -$8.88K 0.53% 60
2024
Q2 		$1.33M Buy
10,174
+102
+1% +$12.7K 0.54% 61
2024
Q1 		$1.32M Buy
10,072
+828
+9% +$94.9K 0.54% 56
2023
Q4 		$1.04M Buy
9,244
+580
+7% +$53.6K 0.48% 68
2023
Q3 		$751K Buy
8,664
+381
+5% +$37.8K 0.39% 82
2023
Q2 		$968K Buy
8,283
+215
+3% +$22.5K 0.49% 70
2023
Q1 		$797K Buy
8,068
+440
+6% +$47.1K 0.42% 76
2022
Q4 		$746K Buy
7,628
+398
+6% +$40K 0.43% 81
2022
Q3 		$657K Sell
7,230
-6,423
-47% -$650K 0.4% 80
2022
Q2 		$1.29M Buy
13,653
+492
+4% +$52.6K 0.78% 37
2022
Q1 		$1.45M Sell
13,161
-112
-0.8% -$13.2K 0.79% 39
2021
Q4 		$1.53M Sell
13,273
-80
-0.6% -$9.46K 0.83% 36
2021
Q3 		$1.64M Sell
13,353
-387
-3% -$48.5K 0.96% 30
2021
Q2 		$1.63M Sell
13,740
-635
-4% -$71.8K 0.96% 32
2021
Q1 		$1.36M Sell
14,375
-723
-5% -$68.2K 0.85% 39
2020
Q4 		$1.37M Sell
15,098
-1,824
-11% -$136K 0.92% 36
2020
Q3 		$978K Buy
16,922
+296
+2% +$15.5K 0.75% 45
2020
Q2 		$833K Buy
16,626
+1,457
+10% +$64.1K 0.72% 47
2020
Q1 		$541K Buy
15,169
+3,043
+25% +$202K 0.55% 60
2019
Q4 		$1.03M Buy
12,126
+148
+1% +$12.2K 0.77% 46
2019
Q3 		$971K Buy
11,978
+146
+1% +$12.1K 0.8% 43
2019
Q2 		$918K Buy
11,832
+138
+1% +$10.7K 0.78% 42
2019
Q1 		$832K Buy
11,694
+747
+7% +$51.1K 0.73% 48
2018
Q4 		$646K Sell
10,947
-447
-4% -$30.9K 0.67% 54
2018
Q3 		$871K Sell
11,394
-200
-2% -$15.1K 0.77% 49
2018
Q2 		$816K Buy
11,594
+165
+1% +$12.1K 0.8% 47
2018
Q1 		$822K Buy
11,429
+7
+0.1% +$540 0.86% 40
2017
Q4 		$879K Buy
+11,422
New +$786K 0.92% 37

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

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

Vista Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 9,498 shares — an estimated $1.62M sold.

Vista Investment Management first reported a position in DFS in Q4 2017 and held it in 30 quarters. The position peaked at $1.73M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Vista Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Vista Investment Management sold 9,498 Discover Financial Services shares in Q2 2025, an estimated $1.62M.
  • Vista Investment Management first reported a position in Discover Financial Services in Q4 2017 and held it in 30 quarters.
  • Vista Investment Management's Discover Financial Services position peaked at $1.73M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

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