TFA
DOCU

Transamerica Financial Advisors’s DocuSign DOCU Stock Holding History

Transamerica Financial Advisors’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 		$5.06K Buy
114
+19
+20% +$891 ﹤0.01% 1120
2026
Q1 		$4.5K Buy
95
+55
+138% +$2.81K ﹤0.01% 1057
2025
Q4 		$2.74K Buy
40
+16
+67% +$1.11K ﹤0.01% 1077
2025
Q3 		$1.73K Buy
+24
New +$1.85K ﹤0.01% 1066
2023
Q1 		– Sell
-2
Closed -$1K – 630
2022
Q4 		$1K Buy
+2
New +$97 ﹤0.01% 467

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

Transamerica Financial Advisors's DOCU Position: Q2 2026 in Review

Transamerica Financial Advisors increased its DocuSign (DOCU) stake by 20% in Q2 2026, buying an estimated $891 and bringing the position to 114 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Transamerica Financial Advisors first reported a position in DOCU in Q4 2022 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Transamerica Financial Advisors held 114 shares of DocuSign worth $5.06K as of Q2 2026.
  • Transamerica Financial Advisors bought 19 DocuSign shares in Q2 2026, an estimated $891.
  • DocuSign made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1120 holding.
  • Transamerica Financial Advisors first reported a position in DocuSign in Q4 2022 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.