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Independent Financial Group’s Twilio TWLO Stock Holding History

Independent 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 		$731K Buy
3,544
+229
+7% +$40.6K 0.01% 819
2026
Q1 		$417K Sell
3,315
-891
-21% -$110K 0.01% 1015
2025
Q4 		$598K Buy
+4,206
New +$521K 0.01% 812
2025
Q3 		– Sell
-2,248
Closed -$280K – 1427
2025
Q2 		$280K Buy
+2,248
New +$239K 0.01% 1064
2025
Q1 		– Sell
-2,052
Closed -$222K – 1270
2024
Q4 		$222K Buy
+2,052
New +$188K 0.01% 1049
2024
Q1 		– Sell
-5,404
Closed -$410K – 1057
2023
Q4 		$410K Sell
5,404
-2,248
-29% -$140K 0.02% 618
2023
Q3 		$448K Sell
7,652
-1,729
-18% -$108K 0.03% 529
2023
Q2 		$597K Buy
9,381
+1,085
+13% +$64K 0.04% 438
2023
Q1 		$553K Buy
8,296
+2,535
+44% +$156K 0.04% 428
2022
Q4 		$282K Buy
5,761
+328
+6% +$18.7K 0.02% 574
2022
Q3 		$376K Buy
5,433
+1,029
+23% +$82.2K 0.03% 475
2022
Q2 		$369K Buy
4,404
+858
+24% +$96K 0.04% 448
2022
Q1 		$584K Sell
3,546
-1,449
-29% -$264K 0.05% 381
2021
Q4 		$1.32M Buy
4,995
+792
+19% +$237K 0.11% 191
2021
Q3 		$1.34M Buy
4,203
+175
+4% +$63.7K 0.14% 156
2021
Q2 		$1.59M Buy
4,028
+1,763
+78% +$612K 0.17% 134
2021
Q1 		$772K Buy
2,265
+102
+5% +$38.2K 0.1% 225
2020
Q4 		$732K Buy
2,163
+557
+35% +$174K 0.11% 217
2020
Q3 		$397K Sell
1,606
-97
-6% -$23.9K 0.07% 288
2020
Q2 		$374K Sell
1,703
-3,543
-68% -$569K 0.08% 270
2020
Q1 		$469K Buy
+5,246
New +$576K 0.14% 180

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 $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return

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

Independent Financial Group increased its Twilio (TWLO) stake by 6.9% in Q2 2026, buying an estimated $40.6K and bringing the position to 3,544 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #819.

Independent Financial Group first reported a position in TWLO in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.59M in Q2 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Independent Financial Group held 3,544 shares of Twilio worth $731K as of Q2 2026.
  • Independent Financial Group bought 229 Twilio shares in Q2 2026, an estimated $40.6K.
  • Twilio made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #819 holding.
  • Independent Financial Group first reported a position in Twilio in Q1 2020 and has held it in 21 quarters since.
  • Independent Financial Group's Twilio position peaked at $1.59M in Q2 2021.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.