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Carter Financial Group’s Twilio TWLO Stock Holding History

Carter Financial Group’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Buy
+1,229
New +$218K 0.13% 105

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Carter Financial Group's TWLO Position: Q2 2026 in Review

Carter Financial Group opened a new position in Twilio (TWLO) in Q2 2026: 1,229 shares worth $254K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings.

340 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Carter Financial Group held 1,229 shares of Twilio worth $254K as of Q2 2026.
  • Twilio was a new Carter Financial Group position in Q2 2026.
  • Twilio made up 0.13% of Carter Financial Group's portfolio in Q2 2026, its #105 holding.
  • 340 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.