CSB
DOCU

City State Bank’s DocuSign DOCU Stock Holding History

City State Bank’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 		$29.9K Sell
630
-215
-25% -$11K 0.01% 414
2025
Q4 		$57.8K Hold
845
– – 0.02% 326
2025
Q3 		$60.9K Hold
845
– – 0.02% 320
2025
Q2 		$65.8K Sell
845
-50
-6% -$4.04K 0.02% 306
2025
Q1 		$72.9K Sell
895
-4
-0.4% -$350 0.02% 296
2024
Q4 		$80.9K Hold
899
– – 0.03% 274
2024
Q3 		$55.8K Hold
899
– – 0.02% 314
2024
Q2 		$48.1K Sell
899
-100
-10% -$5.64K 0.02% 312
2024
Q1 		$59K Sell
999
-525
-34% -$29.6K 0.03% 296
2023
Q4 		$91K Sell
1,524
-100
-6% -$4.59K 0.05% 245
2023
Q3 		$68K Hold
1,624
– – 0.04% 263
2023
Q2 		$83K Hold
1,624
– – 0.04% 248
2023
Q1 		$95K Buy
1,624
+425
+35% +$25.4K 0.05% 230
2022
Q4 		$66K Sell
1,199
-300
-20% -$14.6K 0.04% 249
2022
Q3 		$80K Buy
1,499
+470
+46% +$29.5K 0.06% 221
2022
Q2 		$59K Hold
1,029
– – 0.04% 250
2022
Q1 		$110K Buy
1,029
+965
+1,508% +$111K 0.07% 208
2021
Q4 		$10K Buy
+64
New +$14.6K 0.01% 462

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