CPG
DFS

Cornerstone Planning Group’s Discover Financial Services DFS Stock Holding History

Cornerstone Planning 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
-55
Closed -$9.83K – 1568
2025
Q1 		$9.83K Buy
55
+28
+104% +$5.12K ﹤0.01% 575
2024
Q4 		$5.41K Buy
27
+1
+4% +$164 ﹤0.01% 564
2024
Q3 		$3.92K Buy
26
+4
+18% +$538 ﹤0.01% 629
2024
Q2 		$2.72K Sell
22
-16
-42% -$1.99K ﹤0.01% 705
2024
Q1 		$4.75K Hold
38
– – ﹤0.01% 523
2023
Q4 		$4.27K Hold
38
– – ﹤0.01% 547
2023
Q3 		$3.29K Buy
38
+19
+100% +$1.89K ﹤0.01% 587
2023
Q2 		$2.22K Buy
+19
New +$1.99K ﹤0.01% 1122
2022
Q4 		$4.89K Buy
+48
New +$4.83K ﹤0.01% 899

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

Cornerstone Planning Group's DFS Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 55 shares — an estimated $9.83K sold.

Cornerstone Planning Group first reported a position in DFS in Q4 2022 and held it in 9 quarters. The position peaked at $9.83K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 55 Discover Financial Services shares in Q2 2025, an estimated $9.83K.
  • Cornerstone Planning Group first reported a position in Discover Financial Services in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Discover Financial Services position peaked at $9.83K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.