Ken Fisher's TFC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 8,728 shares of Truist Financial Corporation (TFC) worth $399,057, representing 0.00% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in TFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 53,561 shares. Largest reduction occurred in Q1 2022, reducing 53,560 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Truist Financial Corporation (TFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Truist Financial Corporation (TFC) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +7,778 | New Buy | 7,778 | $56.31 |
| Q1 2020 | -7,778 | Sold Out | 7,778 | $0.00 |
| Q2 2020 | +6,877 | New Buy | 6,877 | $37.52 |
| Q3 2020 | -6,877 | Sold Out | 6,877 | $0.00 |
| Q4 2020 | +6,830 | New Buy | 6,830 | $47.88 |
| Q1 2021 | -1,252 | Reduce 18.33% | 5,578 | $58.26 |
| Q2 2021 | +969 | Add 17.37% | 6,547 | $55.45 |
| Q3 2021 | +1,263 | Add 19.29% | 7,810 | $58.64 |
| Q4 2021 | +53,561 | Add 685.80% | 61,371 | $58.55 |
| Q1 2022 | -53,560 | Reduce 87.27% | 7,811 | $56.71 |
| Q2 2022 | +5,383 | Add 68.92% | 13,194 | $47.45 |
| Q3 2022 | +818 | Add 6.20% | 14,012 | $43.53 |
| Q4 2022 | -194 | Reduce 1.38% | 13,818 | $43.06 |
| Q1 2023 | -7,227 | Reduce 52.30% | 6,591 | $34.10 |
| Q2 2023 | +7,010 | Add 106.36% | 13,601 | $30.35 |
| Q3 2023 | -4,974 | Reduce 36.57% | 8,627 | $28.61 |
| Q4 2023 | -1,907 | Reduce 22.11% | 6,720 | $36.92 |
| Q1 2024 | -672 | Reduce 10.00% | 6,048 | $38.98 |
| Q2 2024 | +1,602 | Add 26.49% | 7,650 | $38.85 |
| Q3 2024 | +345 | Add 4.51% | 7,995 | $42.77 |
| Q4 2024 | +436 | Add 5.45% | 8,431 | $43.38 |
| Q1 2025 | +576 | Add 6.83% | 9,007 | $41.15 |
| Q2 2025 | -1,835 | Reduce 20.37% | 7,172 | $42.99 |
| Q3 2025 | +1,556 | Add 21.70% | 8,728 | $45.72 |
Ken Fisher's Truist Financial Corporation Investment FAQs
Ken Fisher first purchased Truist Financial Corporation (TFC) in Q4 2019, acquiring 7,778 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Truist Financial Corporation (TFC) for 24 quarters since Q4 2019.
Ken Fisher's largest addition to Truist Financial Corporation (TFC) was in Q4 2021, adding 61,371 shares worth $3.59 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 8,728 shares of Truist Financial Corporation (TFC), valued at approximately $399,057.
As of the Q3 2025 filing, Truist Financial Corporation (TFC) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Truist Financial Corporation (TFC) was 61,371 shares, as reported at the end of Q4 2021.