KFAS
DOCU

Keating Financial Advisory Services’s DocuSign DOCU Stock Holding History

Keating Financial Advisory Services’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
Q2 		$4.93K Sell
111
-16
-13% -$750 ﹤0.01% 1563
2026
Q1 		$6.02K Buy
127
+3
+2% +$153 ﹤0.01% 1342
2025
Q4 		$8.48K Buy
+124
New +$8.57K ﹤0.01% 1140

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Keating Financial Advisory Services's DOCU Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its DocuSign (DOCU) stake by 13% in Q2 2026, selling an estimated $750 and leaving 111 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Keating Financial Advisory Services first reported a position in DOCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.48K in Q4 2025. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Keating Financial Advisory Services held 111 shares of DocuSign worth $4.93K as of Q2 2026.
  • Keating Financial Advisory Services sold 16 DocuSign shares in Q2 2026, an estimated $750.
  • DocuSign made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1563 holding.
  • Keating Financial Advisory Services first reported a position in DocuSign in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's DocuSign position peaked at $8.48K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.