JFGIW
DOCU

Johnson Financial Group Inc (Wisconsin)’s DocuSign DOCU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-30
Closed -$2.05K – 922
2025
Q4 		$2.05K Hold
30
– – ﹤0.01% 810
2025
Q3 		$2.16K Buy
+30
New +$2.31K ﹤0.01% 926
2022
Q3 		– Sell
-20
Closed -$1K – 671
2022
Q2 		$1K Hold
20
– – ﹤0.01% 629
2022
Q1 		$2K Hold
20
– – ﹤0.01% 642
2021
Q4 		$3K Hold
20
– – ﹤0.01% 661
2021
Q3 		$5K Buy
+20
New +$5.76K ﹤0.01% 576

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Capital World Investors
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State Street
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DOCU Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 30 shares — an estimated $2.05K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DOCU in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 30 DocuSign shares in Q1 2026, an estimated $2.05K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in DocuSign in Q3 2021 and held it in 6 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s DocuSign position peaked at $5K in Q3 2021.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.