KFA
TWLO icon

Kelleher Financial Advisors’s Twilio TWLO Stock Holding History

Kelleher Financial Advisors’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 		$15.1K Buy
+73
New +$12.9K ﹤0.01% 585
2025
Q4 		– Sell
-36
Closed -$3.6K – 737
2025
Q3 		$3.6K Buy
+36
New +$4.05K ﹤0.01% 570

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

Kelleher Financial Advisors's TWLO Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Twilio (TWLO) in Q2 2026: 73 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in TWLO as recently as Q3 2025.

Kelleher Financial Advisors first reported a position in TWLO in Q3 2025 and has held it in 2 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Kelleher Financial Advisors held 73 shares of Twilio worth $15.1K as of Q2 2026.
  • Twilio was a new Kelleher Financial Advisors position in Q2 2026.
  • Twilio made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #585 holding.
  • Kelleher Financial Advisors first reported a position in Twilio in Q3 2025 and has held it in 2 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.