CFP
DFS

Cypress Financial Planning’s Discover Financial Services DFS Stock Holding History

Cypress Financial Planning’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
-22,247
Closed -$3.8M – 83
2025
Q1 		$3.8M Hold
22,247
– – 1.36% 16
2024
Q4 		$3.85M Buy
22,247
+3
+0% +$492 1.41% 15
2024
Q3 		$3.12M Buy
22,244
+4
+0% +$538 1.15% 15
2024
Q2 		$2.91M Buy
22,240
+15
+0.1% +$1.87K 1.2% 15
2024
Q1 		$2.91M Buy
+22,225
New +$2.55M 1.33% 15
2023
Q4 		– Sell
-22,225
Closed -$1.93M – 45
2023
Q3 		$1.93M Hold
22,225
– – 1.1% 14
2023
Q2 		$2.62M Hold
22,225
– – 1.49% 14
2023
Q1 		$2.2M Hold
22,225
– – 1.34% 14
2022
Q4 		$2.16M Buy
22,225
+1
+0% +$101 1.44% 14
2022
Q3 		$2.02M Hold
22,224
– – 1.43% 13
2022
Q2 		$2.1M Buy
+22,224
New +$2.38M 1.44% 14

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 $4.82B AUM 20.19% 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

Cypress Financial Planning's DFS Position: Q2 2025 in Review

Cypress Financial Planning sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 22,247 shares — an estimated $3.8M sold.

Cypress Financial Planning first reported a position in DFS in Q2 2022 and held it in 11 quarters. The position peaked at $3.85M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Cypress Financial Planning reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Cypress Financial Planning sold 22,247 Discover Financial Services shares in Q2 2025, an estimated $3.8M.
  • Cypress Financial Planning first reported a position in Discover Financial Services in Q2 2022 and held it in 11 quarters.
  • Cypress Financial Planning's Discover Financial Services position peaked at $3.85M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Cypress Financial Planning's 13F filing for Q2 2025, filed 11 Jul 2025.