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Capstone Wealth Management (Alabama)’s DocuSign DOCU Stock Holding History

Capstone Wealth Management (Alabama)’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
Q3 		$407K Buy
6,059
+13
+0.2% +$773 0.19% 79
2026
Q2 		$269K Buy
+6,046
New +$283K 0.12% 132

Other funds holding DOCU

Dimensional Fund Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DOCU Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its DocuSign (DOCU) stake by 0.22% in Q3 2026, buying an estimated $773 and bringing the position to 6,059 shares worth $407K. The position accounts for 0.19% of the portfolio, ranked #79.

Capstone Wealth Management (Alabama) first reported a position in DOCU in Q2 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Capstone Wealth Management (Alabama) held 6,059 shares of DocuSign worth $407K as of Q3 2026.
  • Capstone Wealth Management (Alabama) bought 13 DocuSign shares in Q3 2026, an estimated $773.
  • DocuSign made up 0.19% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #79 holding.
  • Capstone Wealth Management (Alabama) first reported a position in DocuSign in Q2 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.