CA
DFS

Centerpoint Advisors’s Discover Financial Services DFS Stock Holding History

Centerpoint Advisors’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
-243
Closed -$41K – 398
2025
Q1 		$41K Hold
243
– – 0.02% 174
2024
Q4 		$42K Hold
243
– – 0.01% 189
2024
Q3 		$34K Buy
+243
New +$32.7K 0.01% 206
2023
Q4 		– Sell
-32
Closed -$3K – 470
2023
Q3 		$3K Hold
32
– – ﹤0.01% 415
2023
Q2 		$4K Hold
32
– – ﹤0.01% 403
2023
Q1 		$3K Sell
32
-72
-69% -$7.71K ﹤0.01% 416
2022
Q4 		$10K Hold
104
– – ﹤0.01% 302
2022
Q3 		$9K Hold
104
– – ﹤0.01% 226
2022
Q2 		$10K Hold
104
– – 0.01% 226
2022
Q1 		$11K Hold
104
– – 0.01% 219
2021
Q4 		$12K Hold
104
– – 0.01% 208
2021
Q3 		$13K Hold
104
– – 0.01% 185
2021
Q2 		$12K Hold
104
– – 0.01% 194
2021
Q1 		$10K Buy
104
+72
+225% +$6.79K 0.01% 170
2020
Q4 		$3K Hold
32
– – ﹤0.01% 207
2020
Q3 		$2K Hold
32
– – ﹤0.01% 204
2020
Q2 		$2K Hold
32
– – ﹤0.01% 244
2020
Q1 		$1K Hold
32
– – ﹤0.01% 231
2019
Q4 		$3K Hold
32
– – ﹤0.01% 232
2019
Q3 		$3K Hold
32
– – ﹤0.01% 223
2019
Q2 		$2K Buy
+32
New +$2.48K ﹤0.01% 236

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

Centerpoint Advisors's DFS Position: Q2 2025 in Review

Centerpoint Advisors sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 243 shares — an estimated $41K sold.

Centerpoint Advisors first reported a position in DFS in Q2 2019 and held it in 21 quarters. The position peaked at $42K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Centerpoint Advisors reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 243 Discover Financial Services shares in Q2 2025, an estimated $41K.
  • Centerpoint Advisors first reported a position in Discover Financial Services in Q2 2019 and held it in 21 quarters.
  • Centerpoint Advisors's Discover Financial Services position peaked at $42K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.