WI
DFS

Wedgewood Investors’s Discover Financial Services DFS Stock Holding History

Wedgewood Investors’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
-2,420
Closed -$413K – 102
2025
Q1 		$413K Sell
2,420
-100
-4% -$18.3K 0.49% 56
2024
Q4 		$437K Hold
2,520
– – 0.51% 51
2024
Q3 		$354K Hold
2,520
– – 0.39% 67
2024
Q2 		$330K Buy
+2,520
New +$314K 0.39% 67
2023
Q4 		$283K Hold
2,520
– – 0.35% 77
2023
Q3 		$218K Hold
2,520
– – 0.3% 87
2023
Q2 		$294K Hold
2,520
– – 0.38% 76
2023
Q1 		$249K Sell
2,520
-385
-13% -$41.2K 0.33% 80
2022
Q4 		$284K Hold
2,905
– – 0.37% 72
2022
Q3 		$264K Hold
2,905
– – 0.41% 64
2022
Q2 		$275K Hold
2,905
– – 0.39% 69
2022
Q1 		$320K Hold
2,905
– – 0.39% 74
2021
Q4 		$336K Hold
2,905
– – 0.4% 71
2021
Q3 		$357K Hold
2,905
– – 0.46% 65
2021
Q2 		$344K Hold
2,905
– – 0.43% 66
2021
Q1 		$276K Sell
2,905
-85
-3% -$8.02K 0.34% 79
2020
Q4 		$271K Buy
+2,990
New +$223K 0.35% 76

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

Wedgewood Investors's DFS Position: Q2 2025 in Review

Wedgewood Investors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,420 shares — an estimated $413K sold.

Wedgewood Investors first reported a position in DFS in Q4 2020 and held it in 17 quarters. The position peaked at $437K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wedgewood Investors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wedgewood Investors sold 2,420 Discover Financial Services shares in Q2 2025, an estimated $413K.
  • Wedgewood Investors first reported a position in Discover Financial Services in Q4 2020 and held it in 17 quarters.
  • Wedgewood Investors's Discover Financial Services position peaked at $437K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wedgewood Investors's 13F filing for Q2 2025, filed 30 Jul 2025.