Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-15,106
Closed -$1.03M – 482
2025
Q4
$1.03M Buy
15,106
+12
+0.1% +$830 0.02% 296
2025
Q3
$1.09M Buy
15,094
+112
+0.7% +$8.63K 0.03% 287
2025
Q2
$1.17M Sell
14,982
-8,300
-36% -$671K 0.03% 275
2025
Q1
$1.9M Sell
23,282
-62
-0.3% -$5.43K 0.05% 201
2024
Q4
$2.14M Buy
23,344
+89
+0.4% +$7.11K 0.06% 182
2024
Q3
$1.44M Sell
23,255
-51
-0.2% -$2.86K 0.04% 244
2024
Q2
$1.25M Buy
+23,306
New +$1.31M 0.03% 268

Other funds holding DOCU

AMG National Trust Bank's DOCU Position: Q1 2026 in Review

AMG National Trust Bank sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 15,106 shares — an estimated $1.03M sold.

AMG National Trust Bank first reported a position in DOCU in Q2 2024 and held it in 7 quarters. The position peaked at $2.14M in Q4 2024. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • AMG National Trust Bank reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • AMG National Trust Bank sold 15,106 DocuSign shares in Q1 2026, an estimated $1.03M.
  • AMG National Trust Bank first reported a position in DocuSign in Q2 2024 and held it in 7 quarters.
  • AMG National Trust Bank's DocuSign position peaked at $2.14M in Q4 2024.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.