PCS
DFS

Personal CFO Solutions’s Discover Financial Services DFS Stock Holding History

Personal CFO 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
-1,660
Closed -$283K – 490
2025
Q1 		$283K Buy
+1,660
New +$304K 0.06% 331
2024
Q4 		– Sell
-3,895
Closed -$546K – 488
2024
Q3 		$546K Sell
3,895
-246
-6% -$33.1K 0.08% 245
2024
Q2 		$542K Sell
4,141
-284
-6% -$35.4K 0.08% 235
2024
Q1 		$580K Sell
4,425
-215
-5% -$24.6K 0.09% 216
2023
Q4 		$522K Buy
+4,640
New +$429K 0.09% 216
2023
Q3 		– Sell
-3,987
Closed -$466K – 465
2023
Q2 		$466K Buy
3,987
+69
+2% +$7.23K 0.09% 217
2023
Q1 		$387K Buy
3,918
+42
+1% +$4.5K 0.08% 249
2022
Q4 		$379K Sell
3,876
-4,603
-54% -$463K 0.08% 239
2022
Q3 		$771K Buy
8,479
+1,900
+29% +$192K 0.19% 99
2022
Q2 		$622K Sell
6,579
-2,659
-29% -$285K 0.15% 122
2022
Q1 		$1.02M Buy
9,238
+1,539
+20% +$181K 0.2% 101
2021
Q4 		$890K Buy
+7,699
New +$911K 0.17% 123

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 $4.82B AUM 20.19% 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

Personal CFO Solutions's DFS Position: Q2 2025 in Review

Personal CFO Solutions sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,660 shares — an estimated $283K sold.

Personal CFO Solutions first reported a position in DFS in Q4 2021 and held it in 12 quarters. The position peaked at $1.02M in Q1 2022. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Personal CFO Solutions reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,660 Discover Financial Services shares in Q2 2025, an estimated $283K.
  • Personal CFO Solutions first reported a position in Discover Financial Services in Q4 2021 and held it in 12 quarters.
  • Personal CFO Solutions's Discover Financial Services position peaked at $1.02M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.