SYM Financial Corp
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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
Q3 		– Sell
-1,073
Closed -$221K – 596
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

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

SYM Financial Corp's TWLO Position: Q3 2026 in Review

SYM Financial Corp sold out of Twilio (TWLO) in Q3 2026, closing a stake of 1,073 shares — an estimated $221K sold.

SYM Financial Corp first reported a position in TWLO in Q4 2024 and held it in 4 quarters. The position peaked at $302K in Q2 2025. 493 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • SYM Financial Corp reported no remaining Twilio position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 1,073 Twilio shares in Q3 2026, an estimated $221K.
  • SYM Financial Corp first reported a position in Twilio in Q4 2024 and held it in 4 quarters.
  • SYM Financial Corp's Twilio position peaked at $302K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.