KF
TWLO icon

Krilogy Financial’s Twilio TWLO Stock Holding History

Krilogy Financial’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 		$599K Sell
2,902
-399
-12% -$70.7K 0.02% 571
2026
Q1 		$452K Hold
3,301
– – 0.01% 611
2025
Q4 		$442K Sell
3,301
-66
-2% -$8.18K 0.02% 602
2025
Q3 		$442K Buy
+3,367
New +$379K 0.02% 558
2018
Q4 		– Sell
-100
Closed -$9K – 635
2018
Q3 		$9K Buy
+100
New +$7.31K ﹤0.01% 550
2017
Q3 		– Sell
-500
Closed -$15K – 846
2017
Q2 		$15K Buy
+500
New +$13.7K ﹤0.01% 480

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

Krilogy Financial's TWLO Position: Q2 2026 in Review

Krilogy Financial reduced its Twilio (TWLO) stake by 12% in Q2 2026, selling an estimated $70.7K and leaving 2,902 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #571.

Krilogy Financial first reported a position in TWLO in Q2 2017 and has held it in 6 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Krilogy Financial held 2,902 shares of Twilio worth $599K as of Q2 2026.
  • Krilogy Financial sold 399 Twilio shares in Q2 2026, an estimated $70.7K.
  • Twilio made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #571 holding.
  • Krilogy Financial first reported a position in Twilio in Q2 2017 and has held it in 6 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.