CFD
DFS

Creative Financial Designs’s Discover Financial Services DFS Stock Holding History

Creative Financial Designs’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
-35
Closed -$5.97K – 2056
2025
Q1 		$5.97K Buy
35
+4
+13% +$732 ﹤0.01% 1442
2024
Q4 		$5.37K Hold
31
– – ﹤0.01% 1408
2024
Q3 		$4.35K Hold
31
– – ﹤0.01% 1412
2024
Q2 		$4.05K Hold
31
– – ﹤0.01% 1367
2024
Q1 		$4.06K Buy
31
+6
+24% +$688 ﹤0.01% 1359
2023
Q4 		$2.81K Sell
25
-131
-84% -$12.1K ﹤0.01% 1371
2023
Q3 		$13.5K Buy
156
+1
+0.6% +$99 ﹤0.01% 946
2023
Q2 		$18.1K Buy
155
+1
+0.6% +$105 ﹤0.01% 874
2023
Q1 		$15.3K Hold
154
– – ﹤0.01% 874
2022
Q4 		$15K Buy
154
+1
+0.7% +$101 ﹤0.01% 821
2022
Q3 		$14K Buy
153
+1
+0.7% +$101 ﹤0.01% 810
2022
Q2 		$14K Hold
152
– – ﹤0.01% 798
2022
Q1 		$17K Sell
152
-16
-10% -$1.88K ﹤0.01% 796
2021
Q4 		$19K Buy
168
+18
+12% +$2.13K ﹤0.01% 769
2021
Q3 		$18K Hold
150
– – ﹤0.01% 886
2021
Q2 		$18K Buy
150
+125
+500% +$14.1K ﹤0.01% 886
2021
Q1 		$2K Hold
25
– – ﹤0.01% 1201
2020
Q4 		$2K Sell
25
-6,599
-100% -$492K ﹤0.01% 1120
2020
Q3 		$383K Sell
6,624
-20
-0.3% -$1.05K 0.09% 160
2020
Q2 		$333K Buy
+6,644
New +$292K 0.1% 148
2019
Q1 		– Sell
-35
Closed -$2K – 577
2018
Q4 		$2K Sell
35
-94
-73% -$6.49K ﹤0.01% 505
2018
Q3 		$10K Sell
129
-131
-50% -$9.86K 0.01% 434
2018
Q2 		$18K Buy
260
+235
+940% +$17.2K 0.01% 376
2018
Q1 		$2K Hold
25
– – ﹤0.01% 595
2017
Q4 		$2K Hold
25
– – ﹤0.01% 594
2017
Q3 		$2K Hold
25
– – ﹤0.01% 620
2017
Q2 		$2K Hold
25
– – ﹤0.01% 624
2017
Q1 		$2K Sell
25
-253
-91% -$17.8K ﹤0.01% 585
2016
Q4 		$20K Buy
+278
New +$17.7K 0.02% 319

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

Creative Financial Designs's DFS Position: Q2 2025 in Review

Creative Financial Designs sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 35 shares — an estimated $5.97K sold.

Creative Financial Designs first reported a position in DFS in Q4 2016 and held it in 29 quarters. The position peaked at $383K in Q3 2020. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Creative Financial Designs reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 35 Discover Financial Services shares in Q2 2025, an estimated $5.97K.
  • Creative Financial Designs first reported a position in Discover Financial Services in Q4 2016 and held it in 29 quarters.
  • Creative Financial Designs's Discover Financial Services position peaked at $383K in Q3 2020.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.