SYM Financial Corp
DOCU icon

SYM Financial Corp’s DocuSign DOCU Stock Holding History

SYM Financial Corp’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 		$239K Buy
+3,558
New +$212K 0.02% 352
2025
Q2 		– Sell
-3,476
Closed -$283K – 429
2025
Q1 		$283K Buy
3,476
+61
+2% +$5.34K 0.03% 180
2024
Q4 		$307K Buy
3,415
+26
+0.8% +$2.08K 0.04% 156
2024
Q3 		$210K Buy
+3,389
New +$190K 0.03% 172

Other funds holding DOCU

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

SYM Financial Corp's DOCU Position: Q3 2026 in Review

SYM Financial Corp opened a new position in DocuSign (DOCU) in Q3 2026: 3,558 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in DOCU as recently as Q1 2025.

SYM Financial Corp first reported a position in DOCU in Q3 2024 and has held it in 4 quarters since. The position peaked at $307K in Q4 2024. 426 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • SYM Financial Corp held 3,558 shares of DocuSign worth $239K as of Q3 2026.
  • DocuSign was a new SYM Financial Corp position in Q3 2026.
  • DocuSign made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #352 holding.
  • SYM Financial Corp first reported a position in DocuSign in Q3 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's DocuSign position peaked at $307K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.