CAS
DFS

Coppell Advisory Solutions’s Discover Financial Services DFS Stock Holding History

Coppell Advisory Solutions’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
-5,202
Closed -$964K – 375
2025
Q1 		$964K Buy
5,202
+4,717
+973% +$863K 0.13% 146
2024
Q4 		$83.6K Buy
485
+306
+171% +$50.2K 0.01% 460
2024
Q3 		$24.9K Buy
179
+167
+1,392% +$22.5K ﹤0.01% 775
2024
Q2 		$1.57K Buy
+12
New +$1.5K ﹤0.01% 1422
2023
Q4 		$3.09K Sell
28
-449
-94% -$41.5K ﹤0.01% 1212
2023
Q3 		$46.7K Buy
477
+427
+854% +$42.4K 0.02% 324
2023
Q2 		$5.89K Buy
+50
New +$5.24K ﹤0.01% 821
2023
Q1 		– Sell
-477
Closed -$46.7K – 417
2022
Q4 		$46.7K Buy
+477
New +$48K 0.02% 327

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

Coppell Advisory Solutions's DFS Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,202 shares — an estimated $964K sold.

Coppell Advisory Solutions first reported a position in DFS in Q4 2022 and held it in 8 quarters. The position peaked at $964K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5,202 Discover Financial Services shares in Q2 2025, an estimated $964K.
  • Coppell Advisory Solutions first reported a position in Discover Financial Services in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Discover Financial Services position peaked at $964K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.