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Trek Financial, LLC → DOCU

Trek Financial, LLC DOCU Position History

DocuSign, Inc. • Technology

Quarters held
2
Latest value
$11.6M
Q3 2026
Peak value
$11.6M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$7.6M
Q3 2026$11.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.6M172.0K——
Q2 2026$7.6M171.7K——

Other funds holding DOCU

Other Trek Financial, LLC positions

STT-PG

SELECT SECTOR SPDR TR

$134.3M
STT-PG

SELECT SECTOR SPDR TR

$124.9M
STT-PG

SELECT SECTOR SPDR TR

$96.6M
STT-PG

SELECT SECTOR SPDR TR

$93M
ETHA

ISHARES TR

$65.6M
ETHA

ISHARES TR

$63.6M
ETHA

ISHARES TR

$55M
ETHA

ISHARES TR

$52.6M
Trek Financial, LLC DOCU Holdings: 13F Position History | Track13F