TFC Financial Management’s DocuSign DOCU Stock Holding History

TFC Financial Management’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	$578	Buy	+13	New	+$609	﹤0.01%	731
2025 Q4	–	Sell	-1	Closed	-$73	–	990
2025 Q3	$73	Hold	1	–	–	﹤0.01%	941
2025 Q2	$78	Buy	+1	New	+$81	﹤0.01%	920
2022 Q3	–	Sell	-68	Closed	-$4K	–	542
2022 Q2	$4K	Hold	68	–	–	﹤0.01%	347
2022 Q1	$7K	Hold	68	–	–	﹤0.01%	327
2021 Q4	$10K	Sell	68 -505	-88%	-$115K	﹤0.01%	335
2021 Q3	$148K	Hold	573	–	–	0.05%	125
2021 Q2	$160K	Hold	573	–	–	0.05%	114
2021 Q1	$116K	Hold	573	–	–	0.05%	130
2020 Q4	$127K	Buy	573 +132	+30%	+$29.6K	0.05%	118
2020 Q3	$95K	Buy	+441	New	+$91.5K	0.05%	125

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

TFC Financial Management's DOCU Position: Q2 2026 in Review

TFC Financial Management opened a new position in DocuSign (DOCU) in Q2 2026: 13 shares worth $578. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in DOCU as recently as Q3 2025.

TFC Financial Management first reported a position in DOCU in Q3 2020 and has held it in 11 quarters since. The position peaked at $160K in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

TFC Financial Management held 13 shares of DocuSign worth $578 as of Q2 2026.
DocuSign was a new TFC Financial Management position in Q2 2026.
DocuSign made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #731 holding.
TFC Financial Management first reported a position in DocuSign in Q3 2020 and has held it in 11 quarters since.
TFC Financial Management's DocuSign position peaked at $160K in Q2 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.