FPCP
DFS

Fort Point Capital Partners’s Discover Financial Services DFS Stock Holding History

Fort Point Capital 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
-5,177
Closed -$884K – 325
2025
Q1 		$884K Buy
5,177
+50
+1% +$9.14K 0.1% 140
2024
Q4 		$888K Buy
5,127
+22
+0.4% +$3.61K 0.1% 141
2024
Q3 		$716K Buy
5,105
+35
+0.7% +$4.71K 0.09% 146
2024
Q2 		$663K Sell
5,070
-8
-0.2% -$997 0.08% 162
2024
Q1 		$666K Hold
5,078
– – 0.09% 160
2023
Q4 		$571K Hold
5,078
– – 0.08% 159
2023
Q3 		$440K Sell
5,078
-8
-0.2% -$795 0.07% 157
2023
Q2 		$594K Buy
5,086
+5
+0.1% +$524 0.08% 132
2023
Q1 		$502K Buy
5,081
+24
+0.5% +$2.57K 0.08% 154
2022
Q4 		$495K Hold
5,057
– – 0.08% 152
2022
Q3 		$460K Hold
5,057
– – 0.08% 157
2022
Q2 		$478K Hold
5,057
– – 0.08% 163
2022
Q1 		$557K Hold
5,057
– – 0.08% 161
2021
Q4 		$584K Hold
5,057
– – 0.08% 143
2021
Q3 		$621K Hold
5,057
– – 0.09% 119
2021
Q2 		$598K Hold
5,057
– – 0.11% 85
2021
Q1 		$480K Hold
5,057
– – 0.1% 92
2020
Q4 		$458K Hold
5,057
– – 0.1% 92
2020
Q3 		$292K Hold
5,057
– – 0.07% 110
2020
Q2 		$253K Buy
+5,057
New +$222K 0.08% 110
2020
Q1 		– Sell
-5,057
Closed -$429K – 116
2019
Q4 		$429K Hold
5,057
– – 0.15% 78
2019
Q3 		$410K Hold
5,057
– – 0.15% 75
2019
Q2 		$392K Hold
5,057
– – 0.15% 69
2019
Q1 		$360K Sell
5,057
-322
-6% -$22K 0.16% 72
2018
Q4 		$317K Hold
5,379
– – 0.13% 105
2018
Q3 		$411K Hold
5,379
– – 0.12% 90
2018
Q2 		$379K Hold
5,379
– – 0.13% 79
2018
Q1 		$387K Sell
5,379
-100
-2% -$7.72K 0.14% 94
2017
Q4 		$421K Buy
5,479
+276
+5% +$19K 0.2% 77
2017
Q3 		$335K Buy
+5,203
New +$316K 0.16% 93

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

Fort Point Capital Partners's DFS Position: Q2 2025 in Review

Fort Point Capital Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 5,177 shares — an estimated $884K sold.

Fort Point Capital Partners first reported a position in DFS in Q3 2017 and held it in 30 quarters. The position peaked at $888K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Fort Point Capital Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 5,177 Discover Financial Services shares in Q2 2025, an estimated $884K.
  • Fort Point Capital Partners first reported a position in Discover Financial Services in Q3 2017 and held it in 30 quarters.
  • Fort Point Capital Partners's Discover Financial Services position peaked at $888K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Fort Point Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.