JTBR
DOCU icon

James T. Borello RIA’s DocuSign DOCU Stock Holding History

James T. Borello RIA’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 		$4.36K Hold
65
– – ﹤0.01% 812
2026
Q2 		$2.89K Buy
65
+53
+442% +$2.48K ﹤0.01% 891
2026
Q1 		$569 Buy
12
+4
+50% +$205 ﹤0.01% 1040
2025
Q4 		$547 Sell
8
-51
-86% -$3.53K ﹤0.01% 936
2025
Q3 		$4.25K Buy
+59
New +$4.55K ﹤0.01% 503

Other funds holding DOCU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

James T. Borello RIA's DOCU Position: Q3 2026 in Review

James T. Borello RIA held its DocuSign (DOCU) position steady in Q3 2026 at 65 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

James T. Borello RIA first reported a position in DOCU in Q3 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • James T. Borello RIA held 65 shares of DocuSign worth $4.36K as of Q3 2026.
  • James T. Borello RIA left its DocuSign share count unchanged in Q3 2026.
  • DocuSign made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #812 holding.
  • James T. Borello RIA first reported a position in DocuSign in Q3 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.