YDMI
DFS

Y.D. More Investments’s Discover Financial Services DFS Stock Holding History

Y.D. More Investments’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
-448
Closed -$76.5K – 459
2025
Q1 		$76.5K Buy
448
+43
+11% +$7.87K 0.01% 287
2024
Q4 		$70.2K Buy
405
+175
+76% +$28.7K 0.01% 280
2024
Q3 		$32.3K Buy
230
+7
+3% +$942 ﹤0.01% 311
2024
Q2 		$29.2K Buy
223
+133
+148% +$16.6K ﹤0.01% 323
2024
Q1 		$11.8K Hold
90
– – ﹤0.01% 309
2023
Q4 		$10.1K Sell
90
-2,597
-97% -$240K ﹤0.01% 324
2023
Q3 		$238K Sell
2,687
-775
-22% -$77K 0.05% 142
2023
Q2 		$405K Sell
3,462
-144
-4% -$15.1K 0.09% 100
2023
Q1 		$356K Sell
3,606
-1,645
-31% -$176K 0.08% 100
2022
Q4 		$512K Buy
+5,251
New +$528K 0.12% 100

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

Y.D. More Investments's DFS Position: Q2 2025 in Review

Y.D. More Investments sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 448 shares — an estimated $76.5K sold.

Y.D. More Investments first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $512K in Q4 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Y.D. More Investments reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Y.D. More Investments sold 448 Discover Financial Services shares in Q2 2025, an estimated $76.5K.
  • Y.D. More Investments first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Y.D. More Investments's Discover Financial Services position peaked at $512K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Y.D. More Investments's 13F filing for Q2 2025, filed 11 Aug 2025.