SFG
DOCU

Synergy Financial Group’s DocuSign DOCU Stock Holding History

Synergy 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
Q2 		– Sell
-4,356
Closed -$207K – 121
2026
Q1 		$207K Sell
4,356
-169
-4% -$8.65K 0.16% 121
2025
Q4 		$310K Sell
4,525
-176
-4% -$12.2K 0.22% 81
2025
Q3 		$339K Buy
4,701
+53
+1% +$4.08K 0.23% 75
2025
Q2 		$362K Sell
4,648
-188
-4% -$15.2K 0.27% 73
2025
Q1 		$394K Buy
4,836
+595
+14% +$52.1K 0.35% 60
2024
Q4 		$381K Buy
4,241
+140
+3% +$11.2K 0.32% 60
2024
Q3 		$255K Sell
4,101
-19
-0.5% -$1.06K 0.24% 81
2024
Q2 		$220K Buy
4,120
+331
+9% +$18.7K 0.23% 75
2024
Q1 		$226K Buy
3,789
+369
+11% +$20.8K 0.25% 74
2023
Q4 		$203K Buy
+3,420
New +$157K 0.25% 87
2023
Q2 		– Sell
-3,489
Closed -$203K – 82
2023
Q1 		$203K Buy
+3,489
New +$208K 0.33% 78
2022
Q4 		– Sell
-9,431
Closed -$504K – 75
2022
Q3 		$504K Hold
9,431
– – 0.76% 40
2022
Q2 		$541K Sell
9,431
-33
-0.3% -$2.67K 0.85% 37
2022
Q1 		$1.01M Buy
9,464
+686
+8% +$78.7K 1.06% 30
2021
Q4 		$1.34M Buy
+8,778
New +$2M 1.2% 22

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Synergy Financial Group's DOCU Position: Q2 2026 in Review

Synergy Financial Group sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 4,356 shares — an estimated $207K sold.

Synergy Financial Group first reported a position in DOCU in Q4 2021 and held it in 15 quarters. The position peaked at $1.34M in Q4 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Synergy Financial Group reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Synergy Financial Group sold 4,356 DocuSign shares in Q2 2026, an estimated $207K.
  • Synergy Financial Group first reported a position in DocuSign in Q4 2021 and held it in 15 quarters.
  • Synergy Financial Group's DocuSign position peaked at $1.34M in Q4 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.