OPTFSNA
DFS

Old Point Trust & Financial Services N A’s Discover Financial Services DFS Stock Holding History

Old Point Trust & Financial Services N A’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
-107
Closed -$18.3K – 334
2025
Q1 		$18.3K Hold
107
– – 0.01% 248
2024
Q4 		$18.5K Hold
107
– – 0.01% 238
2024
Q3 		$15K Hold
107
– – 0.01% 234
2024
Q2 		$14K Hold
107
– – 0.01% 236
2024
Q1 		$14K Buy
+107
New +$12.3K 0.01% 256

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

Old Point Trust & Financial Services N A's DFS Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 107 shares — an estimated $18.3K sold.

Old Point Trust & Financial Services N A first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $18.5K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Old Point Trust & Financial Services N A reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 107 Discover Financial Services shares in Q2 2025, an estimated $18.3K.
  • Old Point Trust & Financial Services N A first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • Old Point Trust & Financial Services N A's Discover Financial Services position peaked at $18.5K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.