Pinnacle Wealth Planning Services
TWLO icon

Pinnacle Wealth Planning Services’s Twilio TWLO Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$31.3K Buy
107
+10
+10% +$2.28K ﹤0.01% 1563
2026
Q2 		$20K Buy
97
+17
+21% +$3.01K ﹤0.01% 1785
2026
Q1 		$10.1K Buy
80
+10
+14% +$1.23K ﹤0.01% 1996
2025
Q4 		$10K Buy
+70
New +$8.67K ﹤0.01% 2013
2021
Q1 		– Sell
-72
Closed -$24K – 1826
2020
Q4 		$24K Buy
+72
New +$22.5K 0.01% 1094

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's TWLO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Twilio (TWLO) stake by 10% in Q3 2026, buying an estimated $2.28K and bringing the position to 107 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Pinnacle Wealth Planning Services first reported a position in TWLO in Q4 2020 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 107 shares of Twilio worth $31.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 10 Twilio shares in Q3 2026, an estimated $2.28K.
  • Twilio made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1563 holding.
  • Pinnacle Wealth Planning Services first reported a position in Twilio in Q4 2020 and has held it in 5 quarters since.
  • 501 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.