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Ken Fisher’s TFC Holdings & Trades

First Buy
Q4 2019
Duration Held
25 Quarters
Largest Add
Q4 2021
+53,561 Shares
Current Position
15,506 Shares
$763,070 Value

Ken Fisher's TFC Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 15,506 shares of Truist Financial Corporation (TFC) worth $763,070, representing 0.00% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 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 2025 +6,778 Add 77.66% 15,506 $49.21
Q3 2025 +1,556 Add 21.70% 8,728 $45.72
Q2 2025 -1,835 Reduce 20.37% 7,172 $42.99
Q1 2025 +576 Add 6.83% 9,007 $41.15
Q4 2024 +436 Add 5.45% 8,431 $43.38
Q3 2024 +345 Add 4.51% 7,995 $42.77
Q2 2024 +1,602 Add 26.49% 7,650 $38.85
Q1 2024 -672 Reduce 10.00% 6,048 $38.98
Q4 2023 -1,907 Reduce 22.11% 6,720 $36.92
Q3 2023 -4,974 Reduce 36.57% 8,627 $28.61
Q2 2023 +7,010 Add 106.36% 13,601 $30.35
Q1 2023 -7,227 Reduce 52.30% 6,591 $34.10
Q4 2022 -194 Reduce 1.38% 13,818 $43.06
Q3 2022 +818 Add 6.20% 14,012 $43.53
Q2 2022 +5,383 Add 68.92% 13,194 $47.45
Q1 2022 -53,560 Reduce 87.27% 7,811 $56.71
Q4 2021 +53,561 Add 685.80% 61,371 $58.55
Q3 2021 +1,263 Add 19.29% 7,810 $58.64
Q2 2021 +969 Add 17.37% 6,547 $55.45
Q1 2021 -1,252 Reduce 18.33% 5,578 $58.26
Q4 2020 +6,830 New Buy 6,830 $47.88
Q3 2020 -6,877 Sold Out 0 $0.00
Q2 2020 +6,877 New Buy 6,877 $37.52
Q1 2020 -7,778 Sold Out 0 $0.00
Q4 2019 +7,778 New Buy 7,778 $56.31

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 25 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 Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 15,506 shares of Truist Financial Corporation (TFC), valued at approximately $763,070.

As of the Q4 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.