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Obsidian Personal Planning Solutions’s Discover Financial Services DFS Stock Holding History

Obsidian Personal Planning Solutions’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
-1,241
Closed -$227K – 114
2025
Q1 		$227K Hold
1,241
– – 0.1% 94
2024
Q4 		$250K Buy
+1,241
New +$204K 0.12% 82
2024
Q2 		– Sell
-1,630
Closed -$207K – 102
2024
Q1 		$207K Buy
+1,630
New +$187K 0.14% 95

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Obsidian Personal Planning Solutions's DFS Position: Q2 2025 in Review

Obsidian Personal Planning Solutions sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,241 shares — an estimated $227K sold.

Obsidian Personal Planning Solutions first reported a position in DFS in Q1 2024 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Obsidian Personal Planning Solutions reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 1,241 Discover Financial Services shares in Q2 2025, an estimated $227K.
  • Obsidian Personal Planning Solutions first reported a position in Discover Financial Services in Q1 2024 and held it in 3 quarters.
  • Obsidian Personal Planning Solutions's Discover Financial Services position peaked at $250K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.