CPC
DFS

Consolidated Planning Corp’s Discover Financial Services DFS Stock Holding History

Consolidated Planning Corp’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
-7,584
Closed -$1.29M – 188
2025
Q1 		$1.29M Buy
+7,584
New +$1.39M 0.18% 98
2021
Q4 		– Sell
-426
Closed -$52K – 157
2021
Q3 		$52K Buy
+426
New +$53.4K 0.03% 164

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

Consolidated Planning Corp's DFS Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 7,584 shares — an estimated $1.29M sold.

Consolidated Planning Corp first reported a position in DFS in Q3 2021 and held it in 2 quarters. The position peaked at $1.29M in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Consolidated Planning Corp reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 7,584 Discover Financial Services shares in Q2 2025, an estimated $1.29M.
  • Consolidated Planning Corp first reported a position in Discover Financial Services in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Discover Financial Services position peaked at $1.29M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.