PFGIA
DOCU

Patriot Financial Group Insurance Agency’s DocuSign DOCU Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-2,000
Closed -$94.8K – 540
2026
Q1 		$94.8K Buy
+2,000
New +$102K 0.01% 687
2025
Q1 		– Sell
-700
Closed -$63K – 503
2024
Q4 		$63K Sell
700
-3,300
-83% -$264K 0.01% 465
2024
Q3 		$248K Buy
+4,000
New +$224K 0.03% 429

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DOCU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 12,326 shares — an estimated $584K sold.

Patriot Financial Group Insurance Agency first reported a position in DOCU in Q4 2019 and held it in 17 quarters. The position peaked at $794K in Q2 2025. 337 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,326 DocuSign shares in Q2 2026, an estimated $584K.
  • Patriot Financial Group Insurance Agency first reported a position in DocuSign in Q4 2019 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's DocuSign position peaked at $794K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.