Wells Fargo
DFS

Wells Fargo’s Discover Financial Services DFS Stock Holding History

Wells Fargo’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
2018
Q4 		– Sell
-63,900
Closed -$227K – 6423
2018
Q3 		$227K Buy
+63,900
New +$4.81M ﹤0.01% 4941
2017
Q1 		– Sell
-25,000
Closed -$3K – 6330
2016
Q4 		$3K Buy
+25,000
New +$1.59M ﹤0.01% 6031

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

Wells Fargo's DFS Position: Q2 2025 in Review

Wells Fargo sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 327,355 shares — an estimated $55.9M sold.

Wells Fargo first reported a position in DFS in Q2 2013 and held it in 48 quarters. The position peaked at $336M in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Wells Fargo reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Wells Fargo sold 327,355 Discover Financial Services shares in Q2 2025, an estimated $55.9M.
  • Wells Fargo first reported a position in Discover Financial Services in Q2 2013 and held it in 48 quarters.
  • Wells Fargo's Discover Financial Services position peaked at $336M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.