SFG
DOCU

Sovereign Financial Group’s DocuSign DOCU Stock Holding History

Sovereign 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
2025
Q2 		– Sell
-2,992
Closed -$244K – 314
2025
Q1 		$244K Sell
2,992
-227
-7% -$19.9K 0.06% 256
2024
Q4 		$289K Sell
3,219
-1,268
-28% -$101K 0.07% 235
2024
Q3 		$279K Buy
4,487
+184
+4% +$10.3K 0.07% 233
2024
Q2 		$230K Buy
4,303
+374
+10% +$21.1K 0.06% 249
2024
Q1 		$234K Buy
+3,929
New +$222K 0.06% 252
2023
Q3 		– Sell
-4,477
Closed -$229K – 232
2023
Q2 		$229K Buy
4,477
+763
+21% +$40.4K 0.07% 213
2023
Q1 		$217K Buy
+3,714
New +$222K 0.08% 200
2022
Q4 		– Sell
-4,017
Closed -$215K – 222
2022
Q3 		$215K Buy
4,017
+162
+4% +$10.2K 0.09% 186
2022
Q2 		$221K Sell
3,855
-1,872
-33% -$152K 0.09% 189
2022
Q1 		$613K Buy
5,727
+4,043
+240% +$464K 0.23% 103
2021
Q4 		$256K Sell
1,684
-2,208
-57% -$503K 0.1% 172
2021
Q3 		$1M Buy
3,892
+482
+14% +$139K 0.58% 43
2021
Q2 		$690K Hold
3,410
– – 0.42% 54
2021
Q1 		$690K Sell
3,410
-628
-16% -$146K 0.43% 52
2020
Q4 		$898K Buy
+4,038
New +$907K 0.65% 40

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sovereign Financial Group's DOCU Position: Q2 2025 in Review

Sovereign Financial Group sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,992 shares — an estimated $244K sold.

Sovereign Financial Group first reported a position in DOCU in Q4 2020 and held it in 15 quarters. The position peaked at $1M in Q3 2021. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Sovereign Financial Group reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 2,992 DocuSign shares in Q2 2025, an estimated $244K.
  • Sovereign Financial Group first reported a position in DocuSign in Q4 2020 and held it in 15 quarters.
  • Sovereign Financial Group's DocuSign position peaked at $1M in Q3 2021.
  • 782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Sovereign Financial Group's 13F filing for Q2 2025, filed 25 Jul 2025.