TFC Financial Management’s Twilio TWLO Stock Holding History

TFC Financial Management’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	$413	Sell	2 -12	-86%	-$2.13K	﹤0.01%	781
2026 Q1	$1.76K	Hold	14	–	–	﹤0.01%	549
2025 Q4	$1.99K	Hold	14	–	–	﹤0.01%	530
2025 Q3	$1.4K	Hold	14	–	–	﹤0.01%	591
2025 Q2	$1.74K	Hold	14	–	–	﹤0.01%	519
2025 Q1	$1.37K	Hold	14	–	–	﹤0.01%	526
2024 Q4	$1.51K	Hold	14	–	–	﹤0.01%	533
2024 Q3	$914	Hold	14	–	–	﹤0.01%	599
2024 Q2	$796	Buy	14 +2	+17%	+$118	﹤0.01%	587
2024 Q1	$734	Hold	12	–	–	﹤0.01%	587
2023 Q4	$911	Hold	12	–	–	﹤0.01%	521
2023 Q3	$703	Sell	12 -5	-29%	-$312	﹤0.01%	566
2023 Q2	$1.08K	Sell	17 -178	-91%	-$10.5K	﹤0.01%	509
2023 Q1	$13K	Buy	195 +183	+1,525%	+$11.3K	﹤0.01%	354
2022 Q4	$588	Hold	12	–	–	﹤0.01%	503
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	507
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	508
2022 Q1	$2K	Sell	12 -42	-78%	-$7.65K	﹤0.01%	440
2021 Q4	$14K	Hold	54	–	–	﹤0.01%	311
2021 Q3	$17K	Hold	54	–	–	0.01%	289
2021 Q2	$21K	Buy	54 +9	+20%	+$3.12K	0.01%	262
2021 Q1	$15K	Hold	45	–	–	0.01%	281
2020 Q4	$15K	Buy	45 +8	+22%	+$2.5K	0.01%	285
2020 Q3	$9K	Buy	+37	New	+$9.12K	﹤0.01%	307

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TFC Financial Management's TWLO Position: Q2 2026 in Review

TFC Financial Management reduced its Twilio (TWLO) stake by 86% in Q2 2026, selling an estimated $2.13K and leaving 2 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #781.

TFC Financial Management first reported a position in TWLO in Q3 2020 and has held it in 24 quarters since. The position peaked at $21K in Q2 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

TFC Financial Management held 2 shares of Twilio worth $413 as of Q2 2026.
TFC Financial Management sold 12 Twilio shares in Q2 2026, an estimated $2.13K.
Twilio made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #781 holding.
TFC Financial Management first reported a position in Twilio in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Twilio position peaked at $21K in Q2 2021.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.