Key Financial Inc’s DocuSign DOCU Stock Holding History

Key Financial Inc’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	$311	Hold	7	–	–	﹤0.01%	1293
2026 Q1	$332	Hold	7	–	–	﹤0.01%	1327
2025 Q4	$479	Hold	7	–	–	﹤0.01%	1329
2025 Q3	$483	Hold	7	–	–	﹤0.01%	1344
2025 Q2	$545	Hold	7	–	–	﹤0.01%	1317
2025 Q1	$570	Hold	7	–	–	﹤0.01%	1274
2024 Q4	$630	Hold	7	–	–	﹤0.01%	1266
2024 Q3	$435	Hold	7	–	–	﹤0.01%	1273
2024 Q2	$374	Hold	7	–	–	﹤0.01%	1271
2024 Q1	$417	Hold	7	–	–	﹤0.01%	1243
2023 Q4	$416	Hold	7	–	–	﹤0.01%	1248
2023 Q3	$294	Hold	7	–	–	﹤0.01%	1288
2023 Q2	$358	Hold	7	–	–	﹤0.01%	1319
2023 Q1	$408	Hold	7	–	–	﹤0.01%	1108
2022 Q4	$374	Hold	7	–	–	﹤0.01%	1113
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1127
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1105
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	995
2021 Q4	$1K	Buy	+7	New	+$1.6K	﹤0.01%	879

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Key Financial Inc's DOCU Position: Q2 2026 in Review

Key Financial Inc held its DocuSign (DOCU) position steady in Q2 2026 at 7 shares worth $311. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Key Financial Inc first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Key Financial Inc held 7 shares of DocuSign worth $311 as of Q2 2026.
Key Financial Inc left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1293 holding.
Key Financial Inc first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
Key Financial Inc's DocuSign position peaked at $1K in Q1 2022.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.