LGT Financial Advisors’s Twilio TWLO Stock Holding History

LGT 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	$28.7K	Hold	139	–	–	0.15%	83
2026 Q1	$17.5K	Hold	139	–	–	0.09%	107
2025 Q4	$19.8K	Hold	139	–	–	0.12%	104
2025 Q3	$13.9K	Hold	139	–	–	0.03%	212
2025 Q2	$17.3K	Buy	+139	New	+$14.8K	0.04%	168
2024 Q3	–	Sell	-1,100	Closed	-$65.8K	–	789
2024 Q2	$62.5K	Hold	1,100	–	–	0.13%	134
2024 Q1	$67.3K	Hold	1,100	–	–	0.08%	202
2023 Q4	$83.5K	Hold	1,100	–	–	0.1%	178
2023 Q3	$64.4K	Buy	+1,100	New	+$68.6K	0.08%	196

Other funds holding TWLO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

LGT Financial Advisors held its Twilio (TWLO) position steady in Q2 2026 at 139 shares worth $28.7K. The position accounts for 0.15% of the portfolio, ranked #83.

LGT Financial Advisors first reported a position in TWLO in Q3 2023 and has held it in 9 quarters since. The position peaked at $83.5K in Q4 2023. 361 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

LGT Financial Advisors held 139 shares of Twilio worth $28.7K as of Q2 2026.
LGT Financial Advisors left its Twilio share count unchanged in Q2 2026.
Twilio made up 0.15% of LGT Financial Advisors's portfolio in Q2 2026, its #83 holding.
LGT Financial Advisors first reported a position in Twilio in Q3 2023 and has held it in 9 quarters since.
LGT Financial Advisors's Twilio position peaked at $83.5K in Q4 2023.
361 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.