Truist Financial
DOCU icon

Truist Financial’s DocuSign DOCU Stock Holding History

Truist Financial’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 		$387K Buy
+5,758
New +$342K ﹤0.01% 2357
2026
Q2 		– Sell
-5,581
Closed -$265K – 2935
2026
Q1 		$265K Buy
5,581
+311
+6% +$15.9K ﹤0.01% 2463
2025
Q4 		$360K Sell
5,270
-371
-7% -$25.7K ﹤0.01% 2222
2025
Q3 		$407K Sell
5,641
-1,014
-15% -$78.1K ﹤0.01% 2148
2025
Q2 		$518K Buy
6,655
+279
+4% +$22.6K ﹤0.01% 1952
2025
Q1 		$519K Sell
6,376
-942
-13% -$82.5K ﹤0.01% 1854
2024
Q4 		$658K Buy
7,318
+2,680
+58% +$214K ﹤0.01% 1742
2024
Q3 		$288K Sell
4,638
-4,500
-49% -$252K ﹤0.01% 2153
2024
Q2 		$489K Buy
9,138
+1,399
+18% +$78.9K ﹤0.01% 1985
2024
Q1 		$461K Sell
7,739
-1,236
-14% -$69.8K ﹤0.01% 2013
2023
Q4 		$534K Sell
8,975
-4,309
-32% -$198K ﹤0.01% 1925
2023
Q3 		$558K Buy
13,284
+1,412
+12% +$69.2K ﹤0.01% 1862
2023
Q2 		$607K Sell
11,872
-3,555
-23% -$188K ﹤0.01% 1860
2023
Q1 		$899K Buy
15,427
+825
+6% +$49.2K ﹤0.01% 1616
2022
Q4 		$809K Sell
14,602
-6,015
-29% -$293K ﹤0.01% 1654
2022
Q3 		$1.1M Buy
20,617
+242
+1% +$15.2K ﹤0.01% 1450
2022
Q2 		$1.17M Sell
20,375
-5,188
-20% -$420K ﹤0.01% 1464
2022
Q1 		$2.74M Buy
25,563
+1,440
+6% +$165K ﹤0.01% 1154
2021
Q4 		$3.68M Sell
24,123
-8,048
-25% -$1.83M 0.01% 1014
2021
Q3 		$8.28M Buy
32,171
+4,757
+17% +$1.37M 0.01% 700
2021
Q2 		$7.66M Buy
27,414
+8,347
+44% +$1.87M 0.01% 726
2021
Q1 		$3.86M Sell
19,067
-4,627
-20% -$1.07M 0.01% 952
2020
Q4 		$5.27M Buy
23,694
+2,504
+12% +$562K 0.01% 793
2020
Q3 		$4.56M Sell
21,190
-7,152
-25% -$1.48M 0.01% 766
2020
Q2 		$4.88M Buy
28,342
+1,892
+7% +$238K 0.01% 730
2020
Q1 		$2.44M Buy
26,450
+3,976
+18% +$320K 0.01% 901
2019
Q4 		$1.67M Buy
+22,474
New +$1.54M ﹤0.01% 1211

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

Truist Financial's DOCU Position: Q3 2026 in Review

Truist Financial opened a new position in DocuSign (DOCU) in Q3 2026: 5,758 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #2357 among its holdings. This is a return to the name: Truist Financial previously reported a position in DOCU as recently as Q1 2026.

Truist Financial first reported a position in DOCU in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.28M in Q3 2021. 427 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Truist Financial held 5,758 shares of DocuSign worth $387K as of Q3 2026.
  • DocuSign was a new Truist Financial position in Q3 2026.
  • DocuSign made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2357 holding.
  • Truist Financial first reported a position in DocuSign in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's DocuSign position peaked at $8.28M in Q3 2021.
  • 427 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.