KFA
DOCU

Kapstone Financial Advisors’s DocuSign DOCU Stock Holding History

Kapstone Financial Advisors’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
-3,145
Closed -$215K – 160
2025
Q4 		$215K Sell
3,145
-170
-5% -$11.8K 0.11% 113
2025
Q3 		$239K Buy
3,315
+30
+0.9% +$2.31K 0.11% 100
2025
Q2 		$256K Buy
+3,285
New +$266K 0.13% 92
2023
Q2 		– Sell
-3,593
Closed -$200K – 101
2023
Q1 		$200K Buy
3,593
+35
+1% +$2.09K 0.18% 92
2022
Q4 		$241K Buy
+3,558
New +$173K 0.22% 83

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Kapstone Financial Advisors's DOCU Position: Q1 2026 in Review

Kapstone Financial Advisors sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,145 shares — an estimated $215K sold.

Kapstone Financial Advisors first reported a position in DOCU in Q4 2022 and held it in 5 quarters. The position peaked at $256K in Q2 2025. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Kapstone Financial Advisors reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Kapstone Financial Advisors sold 3,145 DocuSign shares in Q1 2026, an estimated $215K.
  • Kapstone Financial Advisors first reported a position in DocuSign in Q4 2022 and held it in 5 quarters.
  • Kapstone Financial Advisors's DocuSign position peaked at $256K in Q2 2025.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.