Trust Point Inc’s Discover Financial Services DFS Stock Holding History

Trust Point Inc’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	-1,351	Closed	-$231K	–	432
2025 Q1	$231K	Buy	1,351 +82	+6%	+$15K	0.02%	412
2024 Q4	$220K	Buy	+1,269	New	+$208K	0.02%	522

Other funds holding DFS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Trust Point Inc's DFS Position: Q2 2025 in Review

Trust Point Inc sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,351 shares — an estimated $231K sold.

Trust Point Inc first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2025. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

Trust Point Inc reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
Trust Point Inc sold 1,351 Discover Financial Services shares in Q2 2025, an estimated $231K.
Trust Point Inc first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
Trust Point Inc's Discover Financial Services position peaked at $231K in Q1 2025.
9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Trust Point Inc's 13F filing for Q2 2025, filed 10 Jul 2025.