PSFG
DOCU

Park Square Financial Group’s DocuSign DOCU Stock Holding History

Park Square Financial 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
Q1 		– Sell
-159
Closed -$14.3K – 264
2025
Q4 		$14.3K Buy
159
+12
+8% +$830 0.08% 116
2025
Q3 		$10.6K Sell
147
-43
-23% -$3.31K 0.05% 154
2025
Q2 		$14.8K Buy
190
+28
+17% +$2.27K 0.01% 524
2025
Q1 		$13.2K Sell
162
-53
-25% -$4.64K 0.01% 538
2024
Q4 		$19.3K Buy
+215
New +$17.2K 0.01% 443

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 $3.37T AUM 44.26% 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

Park Square Financial Group's DOCU Position: Q1 2026 in Review

Park Square Financial Group sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 159 shares — an estimated $14.3K sold.

Park Square Financial Group first reported a position in DOCU in Q4 2024 and held it in 5 quarters. The position peaked at $19.3K in Q4 2024. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Park Square Financial Group reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 159 DocuSign shares in Q1 2026, an estimated $14.3K.
  • Park Square Financial Group first reported a position in DocuSign in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's DocuSign position peaked at $19.3K in Q4 2024.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.