Jones Financial Companies
DOCU

Jones Financial Companies’s DocuSign DOCU Stock Holding History

Jones Financial Companies’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 		$1.15M Buy
25,207
+4,464
+22% +$228K ﹤0.01% 1660
2025
Q4 		$1.42M Buy
20,743
+5,261
+34% +$364K ﹤0.01% 1095
2025
Q3 		$1.26M Buy
15,482
+1,217
+9% +$93.8K ﹤0.01% 1039
2025
Q2 		$1.09M Sell
14,265
-2,941
-17% -$238K ﹤0.01% 976
2025
Q1 		$1.43M Sell
17,206
-3,280
-16% -$287K ﹤0.01% 741
2024
Q4 		$1.84M Buy
20,486
+6,001
+41% +$479K ﹤0.01% 581
2024
Q3 		$893K Buy
14,485
+8,904
+160% +$499K ﹤0.01% 636
2024
Q2 		$299K Buy
5,581
+3,956
+243% +$223K ﹤0.01% 706
2024
Q1 		$96.8K Buy
1,625
+638
+65% +$36K ﹤0.01% 600
2023
Q4 		$58.7K Buy
+987
New +$45.3K ﹤0.01% 450
2023
Q2 		– Sell
-129
Closed -$7.52K – 545
2023
Q1 		$7.52K Buy
129
+111
+617% +$6.62K ﹤0.01% 492
2022
Q4 		$1K Buy
+18
New +$876 ﹤0.01% 657
2021
Q1 		– Sell
-12
Closed -$3K – 795
2020
Q4 		$3K Buy
+12
New +$2.69K ﹤0.01% 548

Other funds holding DOCU

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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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