CFG
DOCU

Citizens Financial Group’s DocuSign DOCU Stock Holding History

Citizens Financial Group’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
Q1 		$603K Buy
12,721
+2,261
+22% +$116K 0.01% 496
2025
Q4 		$715K Sell
10,460
-485
-4% -$33.5K 0.01% 471
2025
Q3 		$789K Buy
10,945
+5,085
+87% +$392K 0.01% 447
2025
Q2 		$456K Sell
5,860
-55
-0.9% -$4.45K 0.01% 494
2025
Q1 		$481K Sell
5,915
-75
-1% -$6.57K 0.01% 427
2024
Q4 		$539K Buy
5,990
+133
+2% +$10.6K 0.01% 390
2024
Q3 		$364K Sell
5,857
-1,272
-18% -$71.3K 0.01% 432
2024
Q2 		$381K Buy
7,129
+1,278
+22% +$72.1K 0.01% 409
2024
Q1 		$348K Buy
+5,851
New +$330K 0.01% 320
2021
Q4 		– Sell
-1,542
Closed -$397K – 450
2021
Q3 		$397K Buy
+1,542
New +$444K 0.01% 315

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return