BFPW
DOCU

BOK Financial Private Wealth’s DocuSign DOCU Stock Holding History

BOK Financial Private Wealth’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.7K Hold
1,615
– – ﹤0.01% 252
2026
Q1 		$76.6K Hold
1,615
– – ﹤0.01% 236
2025
Q4 		$110K Buy
+1,615
New +$112K 0.01% 213
2024
Q4 		– Sell
-20
Closed -$1.24K – 658
2024
Q3 		$1.24K Buy
+20
New +$1.12K ﹤0.01% 490

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BOK Financial Private Wealth's DOCU Position: Q2 2026 in Review

BOK Financial Private Wealth held its DocuSign (DOCU) position steady in Q2 2026 at 1,615 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

BOK Financial Private Wealth first reported a position in DOCU in Q3 2024 and has held it in 4 quarters since. The position peaked at $110K in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • BOK Financial Private Wealth held 1,615 shares of DocuSign worth $71.7K as of Q2 2026.
  • BOK Financial Private Wealth left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #252 holding.
  • BOK Financial Private Wealth first reported a position in DocuSign in Q3 2024 and has held it in 4 quarters since.
  • BOK Financial Private Wealth's DocuSign position peaked at $110K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.