Center for Financial Planning’s Discover Financial Services DFS Stock Holding History

Center for Financial Planning’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	-18	Closed	-$3.07K	–	664
2025 Q1	$3.07K	Hold	18	–	–	﹤0.01%	564
2024 Q4	$3.12K	Hold	18	–	–	﹤0.01%	512
2024 Q3	$2.53K	Hold	18	–	–	﹤0.01%	488
2024 Q2	$2.35K	Hold	18	–	–	﹤0.01%	492
2024 Q1	$2.36K	Hold	18	–	–	﹤0.01%	511
2023 Q4	$2.02K	Hold	18	–	–	﹤0.01%	458
2023 Q3	$1.56K	Hold	18	–	–	﹤0.01%	464
2023 Q2	$2.1K	Hold	18	–	–	﹤0.01%	491
2023 Q1	$1.78K	Hold	18	–	–	﹤0.01%	458
2022 Q4	$1.76K	Hold	18	–	–	﹤0.01%	465
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	523
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	465
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	471
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	477
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	451
2021 Q2	$2K	Sell	18 -60	-77%	-$6.78K	﹤0.01%	456
2021 Q1	$7K	Hold	78	–	–	﹤0.01%	423
2020 Q4	$7K	Hold	78	–	–	﹤0.01%	374
2020 Q3	$5K	Hold	78	–	–	﹤0.01%	355
2020 Q2	$4K	Hold	78	–	–	﹤0.01%	376
2020 Q1	$3K	Hold	78	–	–	﹤0.01%	457
2019 Q4	$7K	Buy	+78	New	+$6.43K	﹤0.01%	335

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Center for Financial Planning's DFS Position: Q2 2025 in Review

Center for Financial Planning sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 18 shares — an estimated $3.07K sold.

Center for Financial Planning first reported a position in DFS in Q4 2019 and held it in 22 quarters. The position peaked at $7K in Q1 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Center for Financial Planning reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 18 Discover Financial Services shares in Q2 2025, an estimated $3.07K.
Center for Financial Planning first reported a position in Discover Financial Services in Q4 2019 and held it in 22 quarters.
Center for Financial Planning's Discover Financial Services position peaked at $7K in Q1 2021.
10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.