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SYM Financial Corp’s Twilio TWLO Stock Holding History

SYM Financial Corp’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 		$221K Buy
+1,073
New +$190K 0.02% 349
2025
Q3 		– Sell
-2,432
Closed -$302K – 465
2025
Q2 		$302K Buy
2,432
+18
+0.7% +$1.91K 0.03% 210
2025
Q1 		$236K Buy
2,414
+17
+0.7% +$2.02K 0.03% 221
2024
Q4 		$259K Buy
+2,397
New +$219K 0.03% 180

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

SYM Financial Corp's TWLO Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Twilio (TWLO) in Q2 2026: 1,073 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in TWLO as recently as Q2 2025.

SYM Financial Corp first reported a position in TWLO in Q4 2024 and has held it in 4 quarters since. The position peaked at $302K in Q2 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • SYM Financial Corp held 1,073 shares of Twilio worth $221K as of Q2 2026.
  • Twilio was a new SYM Financial Corp position in Q2 2026.
  • Twilio made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #349 holding.
  • SYM Financial Corp first reported a position in Twilio in Q4 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's Twilio position peaked at $302K in Q2 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.