CFP
DFS

Catalyst Financial Partners’s Discover Financial Services DFS Stock Holding History

Catalyst Financial Partners’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
-1,471
Closed -$251K – 304
2025
Q1 		$251K Sell
1,471
-10
-0.7% -$1.83K 0.05% 237
2024
Q4 		$257K Buy
+1,481
New +$243K 0.05% 228

Other funds holding DFS

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DWM
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KIM
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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
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Catalyst Financial Partners's DFS Position: Q2 2025 in Review

Catalyst Financial Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,471 shares — an estimated $251K sold.

Catalyst Financial Partners first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Catalyst Financial Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 1,471 Discover Financial Services shares in Q2 2025, an estimated $251K.
  • Catalyst Financial Partners first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Catalyst Financial Partners's Discover Financial Services position peaked at $257K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Catalyst Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.