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 $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