CWP
DFS

Cyndeo Wealth Partners’s Discover Financial Services DFS Stock Holding History

Cyndeo Wealth Partners’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
-3,099
Closed -$529K – 472
2025
Q1 		$529K Sell
3,099
-353
-10% -$64.6K 0.03% 287
2024
Q4 		$598K Sell
3,452
-14
-0.4% -$2.3K 0.04% 270
2024
Q3 		$486K Sell
3,466
-43
-1% -$5.78K 0.03% 300
2024
Q2 		$459K Buy
3,509
+1,410
+67% +$176K 0.04% 291
2024
Q1 		$275K Sell
2,099
-8,966
-81% -$1.03M 0.02% 332
2023
Q4 		$1.24M Buy
11,065
+959
+9% +$88.7K 0.12% 173
2023
Q3 		$875K Buy
10,106
+368
+4% +$36.5K 0.09% 177
2023
Q2 		$1.14M Sell
9,738
-7,582
-44% -$794K 0.12% 159
2023
Q1 		$1.71M Sell
17,320
-9,938
-36% -$1.06M 0.18% 139
2022
Q4 		$2.67M Buy
+27,258
New +$2.74M 0.31% 106

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

Cyndeo Wealth Partners's DFS Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 3,099 shares — an estimated $529K sold.

Cyndeo Wealth Partners first reported a position in DFS in Q4 2022 and held it in 10 quarters. The position peaked at $2.67M in Q4 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 3,099 Discover Financial Services shares in Q2 2025, an estimated $529K.
  • Cyndeo Wealth Partners first reported a position in Discover Financial Services in Q4 2022 and held it in 10 quarters.
  • Cyndeo Wealth Partners's Discover Financial Services position peaked at $2.67M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.