MPPLM
DFS

Midwest Professional Planners Ltd (MPPL)’s Discover Financial Services DFS Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
-8,263
Closed -$1.41M – 153
2025
Q1 		$1.41M Sell
8,263
-201
-2% -$36.8K 0.44% 71
2024
Q4 		$1.47M Buy
8,464
+64
+0.8% +$10.5K 0.44% 71
2024
Q3 		$1.18M Buy
8,400
+243
+3% +$32.7K 0.36% 78
2024
Q2 		$1.07M Sell
8,157
-87
-1% -$10.8K 0.36% 77
2024
Q1 		$1.08M Buy
8,244
+5,158
+167% +$591K 0.38% 75
2023
Q4 		$347K Buy
3,086
+102
+3% +$9.43K 0.14% 106
2023
Q3 		$258K Sell
2,984
-10,021
-77% -$995K 0.12% 113
2023
Q2 		$1.52M Buy
13,005
+167
+1% +$17.5K 0.67% 42
2023
Q1 		$1.27M Buy
12,838
+378
+3% +$40.5K 0.62% 44
2022
Q4 		$1.22M Buy
12,460
+517
+4% +$52K 0.67% 46
2022
Q3 		$1.09M Buy
11,943
+529
+5% +$53.5K 0.65% 46
2022
Q2 		$1.08M Buy
11,414
+251
+2% +$26.9K 0.61% 49
2022
Q1 		$1.23M Buy
11,163
+338
+3% +$39.7K 0.61% 46
2021
Q4 		$1.25M Buy
10,825
+34
+0.3% +$4.02K 0.61% 50
2021
Q3 		$1.33M Sell
10,791
-68
-0.6% -$8.53K 0.7% 44
2021
Q2 		$1.28M Buy
+10,859
New +$1.23M 0.67% 45
2021
Q1 		– Sell
-10,800
Closed -$978K – 91
2020
Q4 		$978K Buy
10,800
+7,915
+274% +$590K 0.6% 50
2020
Q3 		$228K Buy
2,885
+381
+15% +$20K 0.16% 96
2020
Q2 		$203K Sell
2,504
-7,634
-75% -$336K 0.16% 102
2020
Q1 		$362K Buy
10,138
+201
+2% +$13.3K 0.36% 61
2019
Q4 		$843K Buy
9,937
+243
+3% +$20K 0.69% 43
2019
Q3 		$786K Sell
9,694
-7
-0.1% -$578 0.7% 39
2019
Q2 		$753K Buy
9,701
+2,577
+36% +$200K 0.7% 41
2019
Q1 		$507K Buy
7,124
+2,996
+73% +$205K 0.49% 43
2018
Q4 		$243K Sell
4,128
-261
-6% -$18K 0.26% 73
2018
Q3 		$336K Buy
4,389
+36
+0.8% +$2.71K 0.31% 66
2018
Q2 		$307K Buy
4,353
+63
+1% +$4.62K 0.27% 69
2018
Q1 		$309K Buy
4,290
+183
+4% +$14.1K 0.28% 69
2017
Q4 		$316K Buy
+4,107
New +$283K 0.29% 70

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

Midwest Professional Planners Ltd (MPPL)'s DFS Position: Q2 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 8,263 shares — an estimated $1.41M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in DFS in Q4 2017 and held it in 29 quarters. The position peaked at $1.52M in Q2 2023. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 8,263 Discover Financial Services shares in Q2 2025, an estimated $1.41M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Discover Financial Services in Q4 2017 and held it in 29 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Discover Financial Services position peaked at $1.52M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2025, filed 11 Aug 2025.