Newbridge Financial Services Group
DOCU icon

Newbridge Financial Services Group’s DocuSign DOCU Stock Holding History

Newbridge Financial Services Group’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
Q3 		$8.93K Buy
133
+2
+2% +$119 ﹤0.01% 857
2026
Q2 		$5.82K Buy
+131
New +$6.14K ﹤0.01% 943
2025
Q1 		– Sell
-100
Closed -$8.99K – 1070
2024
Q4 		$8.99K Buy
+100
New +$7.98K ﹤0.01% 757
2024
Q3 		– Sell
-600
Closed -$32.1K – 756
2024
Q2 		$32.1K Sell
600
-200
-25% -$11.3K 0.01% 480
2024
Q1 		$47.6K Sell
800
-110
-12% -$6.21K 0.02% 403
2023
Q4 		$54.1K Sell
910
-5,264
-85% -$241K 0.03% 373
2023
Q3 		$259K Sell
6,174
-3
-0% -$147 0.13% 160
2023
Q2 		$316K Buy
6,177
+619
+11% +$32.8K 0.15% 134
2023
Q1 		$324K Sell
5,558
-653
-11% -$39K 0.17% 129
2022
Q4 		$344K Buy
6,211
+1,171
+23% +$57K 0.2% 111
2022
Q3 		$269K Buy
5,040
+347
+7% +$21.8K 0.16% 143
2022
Q2 		$269K Sell
4,693
-131
-3% -$10.6K 0.17% 126
2022
Q1 		$517K Buy
4,824
+1,617
+50% +$186K 0.25% 83
2021
Q4 		$488K Buy
3,207
+1,313
+69% +$299K 0.23% 90
2021
Q3 		$488K Buy
1,894
+63
+3% +$18.2K 0.31% 76
2021
Q2 		$512K Buy
1,831
+116
+7% +$25.9K 0.31% 70
2021
Q1 		$347K Sell
1,715
-227
-12% -$52.6K 0.26% 94
2020
Q4 		$432K Buy
1,942
+1,599
+466% +$359K 0.36% 64
2020
Q3 		$74K Buy
+343
New +$71.2K 0.07% 237

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New York State Teachers Retirement System (NYSTRS)
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CapWealth Advisors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
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Gilman Hill Asset Management
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SLA
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Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Newbridge Financial Services Group's DOCU Position: Q3 2026 in Review

Newbridge Financial Services Group increased its DocuSign (DOCU) stake by 1.5% in Q3 2026, buying an estimated $119 and bringing the position to 133 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Newbridge Financial Services Group first reported a position in DOCU in Q3 2020 and has held it in 19 quarters since. The position peaked at $517K in Q1 2022. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Newbridge Financial Services Group held 133 shares of DocuSign worth $8.93K as of Q3 2026.
  • Newbridge Financial Services Group bought 2 DocuSign shares in Q3 2026, an estimated $119.
  • DocuSign made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #857 holding.
  • Newbridge Financial Services Group first reported a position in DocuSign in Q3 2020 and has held it in 19 quarters since.
  • Newbridge Financial Services Group's DocuSign position peaked at $517K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.