PP
DFS

PDS Planning’s Discover Financial Services DFS Stock Holding History

PDS 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
-1,971
Closed -$336K – 521
2025
Q1 		$336K Buy
1,971
+97
+5% +$17.7K 0.03% 293
2024
Q4 		$325K Sell
1,874
-41
-2% -$6.73K 0.03% 274
2024
Q3 		$269K Buy
1,915
+305
+19% +$41K 0.02% 328
2024
Q2 		$211K Buy
1,610
+8
+0.5% +$997 0.02% 349
2024
Q1 		$210K Buy
+1,602
New +$184K 0.02% 349

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

PDS Planning's DFS Position: Q2 2025 in Review

PDS Planning sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,971 shares — an estimated $336K sold.

PDS Planning first reported a position in DFS in Q1 2024 and held it in 5 quarters. The position peaked at $336K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • PDS Planning reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • PDS Planning sold 1,971 Discover Financial Services shares in Q2 2025, an estimated $336K.
  • PDS Planning first reported a position in Discover Financial Services in Q1 2024 and held it in 5 quarters.
  • PDS Planning's Discover Financial Services position peaked at $336K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on PDS Planning's 13F filing for Q2 2025, filed 24 Jul 2025.