PWPS
DFS

Pinnacle Wealth Planning Services’s Discover Financial Services DFS Stock Holding History

Pinnacle Wealth Planning Services’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
-1,239
Closed -$211K – 462
2025
Q1 		$211K Hold
1,239
– – 0.03% 349
2024
Q4 		$215K Sell
1,239
-266
-18% -$43.7K 0.03% 343
2024
Q3 		$211K Buy
+1,505
New +$202K 0.03% 446
2021
Q1 		– Sell
-1,429
Closed -$129K – 766
2020
Q4 		$129K Buy
+1,429
New +$107K 0.03% 385

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

Pinnacle Wealth Planning Services's DFS Position: Q2 2025 in Review

Pinnacle Wealth Planning Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,239 shares — an estimated $211K sold.

Pinnacle Wealth Planning Services first reported a position in DFS in Q4 2020 and held it in 4 quarters. The position peaked at $215K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Pinnacle Wealth Planning Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,239 Discover Financial Services shares in Q2 2025, an estimated $211K.
  • Pinnacle Wealth Planning Services first reported a position in Discover Financial Services in Q4 2020 and held it in 4 quarters.
  • Pinnacle Wealth Planning Services's Discover Financial Services position peaked at $215K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2025, filed 11 Aug 2025.