Sumitomo Mitsui Financial Group’s Twilio TWLO Stock Holding History

Sumitomo Mitsui 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
2025 Q2	–	Sell	-4,000	Closed	-$396K	–	252
2025 Q1	$396K	Buy	4,000 +3,100	+344%	+$367K	0.01%	103
2024 Q4	$98.4K	Sell	900 -1,255	-58%	-$115K	﹤0.01%	128
2024 Q3	$139K	Hold	2,155	–	–	﹤0.01%	129
2024 Q2	$121K	Hold	2,155	–	–	﹤0.01%	134
2024 Q1	$132K	Sell	2,155 -1,284	-37%	-$84.6K	﹤0.01%	135
2023 Q4	$265K	Buy	3,439 +440	+15%	+$27.4K	0.01%	113
2023 Q3	$174K	Sell	2,999 -3,800	-56%	-$237K	0.01%	124
2023 Q2	$430K	Sell	6,799 -4,563	-40%	-$269K	0.01%	119
2023 Q1	$720K	Sell	11,362 -1,998	-15%	-$123K	0.02%	114
2022 Q4	$643K	Sell	13,360 -5,611	-30%	-$319K	0.02%	120
2022 Q3	$1.34M	Sell	18,971 -7,083	-27%	-$566K	0.06%	107
2022 Q2	$2.33M	Buy	26,054 +15,500	+147%	+$1.73M	0.07%	99
2022 Q1	$1.78M	Buy	10,554 +9,200	+679%	+$1.68M	0.05%	110
2021 Q4	$349K	Buy	1,354 +747	+123%	+$223K	0.01%	146
2021 Q3	$190K	Buy	+607	New	+$221K	﹤0.01%	157

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return