Truist Financial
DOCU

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
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 		$3.67M 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

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

Truist Financial's DOCU Position: Q2 2026 in Review

Truist Financial sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 5,581 shares — an estimated $265K sold.

Truist Financial first reported a position in DOCU in Q4 2019 and held it in 26 quarters. The position peaked at $8.28M in Q3 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Truist Financial reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 5,581 DocuSign shares in Q2 2026, an estimated $265K.
  • Truist Financial first reported a position in DocuSign in Q4 2019 and held it in 26 quarters.
  • Truist Financial's DocuSign position peaked at $8.28M in Q3 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.