CIBC Private Wealth Group
DFS

CIBC Private Wealth Group’s Discover Financial Services DFS Stock Holding History

CIBC Private Wealth Group’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
-23,443
Closed -$3.47M – 3135
2025
Q1 		$3.47M Sell
23,443
-412
-2% -$75.4K 0.01% 450
2024
Q4 		$4.2M Buy
23,855
+121
+0.5% +$19.9K 0.01% 452
2024
Q3 		$3.33M Sell
23,734
-264
-1% -$35.5K 0.01% 491
2024
Q2 		$3.09M Sell
23,998
-279
-1% -$34.8K 0.01% 477
2024
Q1 		$3.14M Sell
24,277
-209
-0.9% -$24K 0.01% 469
2023
Q4 		$2.75M Sell
24,486
-311
-1% -$28.7K 0.01% 469
2023
Q3 		$2.15M Sell
24,797
-10,059
-29% -$999K 0.01% 484
2023
Q2 		$4.07M Sell
34,856
-1,387
-4% -$145K 0.01% 420
2023
Q1 		$3.58M Sell
36,243
-98
-0.3% -$10.5K 0.01% 435
2022
Q4 		$3.07M Buy
36,341
+409
+1% +$41.2K 0.01% 377
2022
Q3 		$3.27M Sell
35,932
-463
-1% -$46.9K 0.01% 416
2022
Q2 		$3.44M Buy
36,395
+802
+2% +$85.8K 0.01% 416
2022
Q1 		$3.92M Sell
35,593
-988
-3% -$116K 0.01% 426
2021
Q4 		$4.23M Buy
36,581
+1,967
+6% +$233K 0.01% 426
2021
Q3 		$4.25M Sell
34,614
-247
-0.7% -$31K 0.01% 410
2021
Q2 		$4.12M Sell
34,861
-425
-1% -$48.1K 0.01% 423
2021
Q1 		$3.35M Buy
35,286
+386
+1% +$36.4K 0.01% 452
2020
Q4 		$3.16M Sell
34,900
-3,384
-9% -$252K 0.01% 432
2020
Q3 		$2.21M Buy
38,284
+108
+0.3% +$5.66K 0.01% 448
2020
Q2 		$1.91M Sell
38,176
-7,102
-16% -$312K 0.01% 385
2020
Q1 		$1.61M Buy
45,278
+4,811
+12% +$319K 0.01% 448
2019
Q4 		$3.43M Buy
40,467
+122
+0.3% +$10.1K 0.01% 393
2019
Q3 		$3.27M Buy
40,345
+2,374
+6% +$196K 0.01% 395
2019
Q2 		$2.95M Sell
37,971
-543
-1% -$42.1K 0.01% 420
2019
Q1 		$2.74M Buy
38,514
+11,051
+40% +$757K 0.01% 413
2018
Q4 		$1.62M Sell
27,463
-1,508
-5% -$104K 0.01% 483
2018
Q3 		$2.21M Buy
28,971
+618
+2% +$46.5K 0.01% 479
2018
Q2 		$2M Sell
28,353
-264
-0.9% -$19.4K 0.01% 494
2018
Q1 		$2.06M Buy
28,617
+809
+3% +$62.5K 0.01% 475
2017
Q4 		$2.14M Buy
27,808
+1,479
+6% +$102K 0.01% 489
2017
Q3 		$1.7M Buy
26,329
+738
+3% +$44.8K 0.01% 526
2017
Q2 		$1.59M Buy
25,591
+406
+2% +$25.1K 0.01% 416
2017
Q1 		$1.72M Buy
25,185
+1,523
+6% +$107K 0.01% 390
2016
Q4 		$1.71M Buy
23,662
+399
+2% +$25.4K 0.01% 389
2016
Q3 		$1.31M Buy
23,263
+4,108
+21% +$235K 0.01% 421
2016
Q2 		$1.03M Buy
+19,155
New +$1.04M 0.01% 452

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 $4.82B AUM 20.19% 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

CIBC Private Wealth Group's DFS Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 23,443 shares — an estimated $3.47M sold.

CIBC Private Wealth Group first reported a position in DFS in Q2 2016 and held it in 36 quarters. The position peaked at $4.25M in Q3 2021. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 23,443 Discover Financial Services shares in Q2 2025, an estimated $3.47M.
  • CIBC Private Wealth Group first reported a position in Discover Financial Services in Q2 2016 and held it in 36 quarters.
  • CIBC Private Wealth Group's Discover Financial Services position peaked at $4.25M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.