PPG
DFS

Peak Planning Group’s Discover Financial Services DFS Stock Holding History

Peak Planning Group’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
-1,901
Closed -$325K – 98
2025
Q1 		$325K Hold
1,901
– – 0.14% 88
2024
Q4 		$329K Hold
1,901
– – 0.14% 91
2024
Q3 		$267K Hold
1,901
– – 0.12% 92
2024
Q2 		$249K Buy
1,901
+31
+2% +$3.86K 0.12% 91
2024
Q1 		$245K Buy
+1,870
New +$214K 0.15% 68
2022
Q4 		– Sell
-3,370
Closed -$306K – 81
2022
Q3 		$306K Buy
+3,370
New +$341K 0.28% 62

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

Peak Planning Group's DFS Position: Q2 2025 in Review

Peak Planning Group sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,901 shares — an estimated $325K sold.

Peak Planning Group first reported a position in DFS in Q3 2022 and held it in 6 quarters. The position peaked at $329K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Peak Planning Group reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Peak Planning Group sold 1,901 Discover Financial Services shares in Q2 2025, an estimated $325K.
  • Peak Planning Group first reported a position in Discover Financial Services in Q3 2022 and held it in 6 quarters.
  • Peak Planning Group's Discover Financial Services position peaked at $329K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.