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BFC Planning, Inc.’s Twilio TWLO Stock Holding History

BFC Planning, Inc.’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 		$1.14M Sell
5,537
-1,315
-19% -$233K 0.05% 366
2026
Q1 		$862K Sell
6,852
-39
-0.6% -$4.8K 0.04% 404
2025
Q4 		$980K Buy
6,891
+6,835
+12,205% +$847K 0.04% 371
2025
Q3 		$5.6K Hold
56
– – ﹤0.01% 2153
2025
Q2 		$6.96K Hold
56
– – ﹤0.01% 1944
2025
Q1 		$5.48K Sell
56
-22
-28% -$2.61K ﹤0.01% 1994
2024
Q4 		$8.43K Buy
+78
New +$7.13K ﹤0.01% 1832

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

BFC Planning, Inc.'s TWLO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Twilio (TWLO) stake by 19% in Q2 2026, selling an estimated $233K and leaving 5,537 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #366.

BFC Planning, Inc. first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. 975 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • BFC Planning, Inc. held 5,537 shares of Twilio worth $1.14M as of Q2 2026.
  • BFC Planning, Inc. sold 1,315 Twilio shares in Q2 2026, an estimated $233K.
  • Twilio made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #366 holding.
  • BFC Planning, Inc. first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • 975 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.