YCM
DFS

Yousif Capital Management’s Discover Financial Services DFS Stock Holding History

Yousif Capital 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
-36,798
Closed -$6.28M – 1917
2025
Q1 		$6.28M Sell
36,798
-517
-1% -$94.6K 0.07% 253
2024
Q4 		$6.46M Buy
37,315
+1,187
+3% +$195K 0.07% 255
2024
Q3 		$5.07M Sell
36,128
-598
-2% -$80.4K 0.06% 330
2024
Q2 		$4.8M Sell
36,726
-1,044
-3% -$130K 0.05% 338
2024
Q1 		$4.95M Sell
37,770
-897
-2% -$103K 0.05% 350
2023
Q4 		$4.35M Sell
38,667
-1,363
-3% -$126K 0.05% 380
2023
Q3 		$3.47M Sell
40,030
-1,190
-3% -$118K 0.04% 447
2023
Q2 		$4.82M Sell
41,220
-1,457
-3% -$153K 0.06% 326
2023
Q1 		$4.22M Sell
42,677
-3,429
-7% -$367K 0.05% 370
2022
Q4 		$4.51M Sell
46,106
-18,575
-29% -$1.87M 0.06% 340
2022
Q3 		$5.88M Sell
64,681
-2,573
-4% -$260K 0.08% 224
2022
Q2 		$6.36M Sell
67,254
-2,470
-4% -$264K 0.08% 224
2022
Q1 		$7.68M Sell
69,724
-470
-0.7% -$55.2K 0.08% 222
2021
Q4 		$8.11M Buy
+70,194
New +$8.3M 0.08% 213

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

Yousif Capital Management's DFS Position: Q2 2025 in Review

Yousif Capital Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 36,798 shares — an estimated $6.28M sold.

Yousif Capital Management first reported a position in DFS in Q4 2021 and held it in 14 quarters. The position peaked at $8.11M in Q4 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Yousif Capital Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Yousif Capital Management sold 36,798 Discover Financial Services shares in Q2 2025, an estimated $6.28M.
  • Yousif Capital Management first reported a position in Discover Financial Services in Q4 2021 and held it in 14 quarters.
  • Yousif Capital Management's Discover Financial Services position peaked at $8.11M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Yousif Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.