Ken Fisher
TFC icon

Ken Fisher’s Truist Financial TFC Stock Holding History

Ken Fisher’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$443K Sell
9,646
-5,860
-38% -$290K ﹤0.01% 813
2025
Q4 		$763K Buy
15,506
+6,778
+78% +$312K ﹤0.01% 716
2025
Q3 		$399K Buy
8,728
+1,556
+22% +$70.2K ﹤0.01% 820
2025
Q2 		$308K Sell
7,172
-1,835
-20% -$71.8K ﹤0.01% 882
2025
Q1 		$371K Buy
9,007
+576
+7% +$25.7K ﹤0.01% 850
2024
Q4 		$366K Buy
8,431
+436
+5% +$19.5K ﹤0.01% 826
2024
Q3 		$342K Buy
7,995
+345
+5% +$14.6K ﹤0.01% 815
2024
Q2 		$297K Buy
7,650
+1,602
+26% +$60.5K ﹤0.01% 884
2024
Q1 		$236K Sell
6,048
-672
-10% -$24.6K ﹤0.01% 910
2023
Q4 		$248K Sell
6,720
-1,907
-22% -$59.9K ﹤0.01% 904
2023
Q3 		$247K Sell
8,627
-4,974
-37% -$153K ﹤0.01% 977
2023
Q2 		$413K Buy
13,601
+7,010
+106% +$218K ﹤0.01% 890
2023
Q1 		$225K Sell
6,591
-7,227
-52% -$315K ﹤0.01% 969
2022
Q4 		$595K Sell
13,818
-194
-1% -$8.51K ﹤0.01% 823
2022
Q3 		$610K Buy
14,012
+818
+6% +$39.4K ﹤0.01% 728
2022
Q2 		$626K Buy
13,194
+5,383
+69% +$265K ﹤0.01% 684
2022
Q1 		$443K Sell
7,811
-53,560
-87% -$3.31M ﹤0.01% 755
2021
Q4 		$3.59M Buy
61,371
+53,561
+686% +$3.27M ﹤0.01% 492
2021
Q3 		$458K Buy
7,810
+1,263
+19% +$70.6K ﹤0.01% 740
2021
Q2 		$363K Buy
6,547
+969
+17% +$56.9K ﹤0.01% 771
2021
Q1 		$325K Sell
5,578
-1,252
-18% -$68.6K ﹤0.01% 772
2020
Q4 		$327K Buy
+6,830
New +$309K ﹤0.01% 778
2020
Q3 		– Sell
-6,877
Closed -$258K – 889
2020
Q2 		$258K Buy
+6,877
New +$248K ﹤0.01% 747
2020
Q1 		– Sell
-7,778
Closed -$438K – 846
2019
Q4 		$438K Buy
7,778
+3,347
+76% +$181K ﹤0.01% 679
2019
Q3 		$236K Buy
+4,431
New +$220K ﹤0.01% 768
2019
Q1 		– Sell
-5,593
Closed -$242K – 852
2018
Q4 		$242K Buy
+5,593
New +$268K ﹤0.01% 738

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ken Fisher's TFC Position: Q1 2026 in Review

Ken Fisher reduced its Truist Financial (TFC) stake by 38% in Q1 2026, selling an estimated $290K and leaving 9,646 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Ken Fisher first reported a position in TFC in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.59M in Q4 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Ken Fisher held 9,646 shares of Truist Financial worth $443K as of Q1 2026.
  • Ken Fisher sold 5,860 Truist Financial shares in Q1 2026, an estimated $290K.
  • Truist Financial made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #813 holding.
  • Ken Fisher first reported a position in Truist Financial in Q4 2018 and has held it in 26 quarters since.
  • Ken Fisher's Truist Financial position peaked at $3.59M in Q4 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.