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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

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

TFC Financial Management's TWLO Position: Q1 2026 in Review

TFC Financial Management held its Twilio (TWLO) position steady in Q1 2026 at 14 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

TFC Financial Management first reported a position in TWLO in Q3 2020 and has held it in 23 quarters since. The position peaked at $21K in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

TFC Financial Management held 14 shares of Twilio worth $1.76K as of Q1 2026.
TFC Financial Management left its Twilio share count unchanged in Q1 2026.
Twilio made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #549 holding.
TFC Financial Management first reported a position in Twilio in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Twilio position peaked at $21K in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.