Joel Greenblatt's TFC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 30,525 shares of Truist Financial Corporation (TFC) worth $1.4 M, representing 0.01% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in TFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 110,995 shares. Largest reduction occurred in Q2 2020, reducing 69,968 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Truist Financial Corporation (TFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Truist Financial Corporation (TFC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +33,067 | New Buy | 33,067 | $56.31 |
| Q1 2020 | +110,995 | Add 335.67% | 144,062 | $30.84 |
| Q2 2020 | -69,968 | Reduce 48.57% | 74,094 | $37.55 |
| Q3 2020 | -55,766 | Reduce 75.26% | 18,328 | $38.03 |
| Q4 2020 | -1,036 | Reduce 5.65% | 17,292 | $47.94 |
| Q1 2021 | -10,990 | Reduce 63.56% | 6,302 | $58.39 |
| Q2 2021 | -6,302 | Sold Out | 6,302 | $0.00 |
| Q3 2021 | +8,856 | New Buy | 8,856 | $58.60 |
| Q4 2021 | +9,683 | Add 109.34% | 18,539 | $58.53 |
| Q1 2022 | +3,253 | Add 17.55% | 21,792 | $56.72 |
| Q2 2022 | -6,978 | Reduce 32.02% | 14,814 | $47.46 |
| Q3 2022 | +34,795 | Add 234.88% | 49,609 | $43.54 |
| Q4 2022 | +12,691 | Add 25.58% | 62,300 | $43.03 |
| Q1 2023 | -23,479 | Reduce 37.69% | 38,821 | $34.10 |
| Q2 2023 | +783 | Add 2.02% | 39,604 | $30.35 |
| Q3 2023 | -1,466 | Reduce 3.70% | 38,138 | $28.61 |
| Q4 2023 | -2,819 | Reduce 7.39% | 35,319 | $36.92 |
| Q1 2024 | -4,023 | Reduce 11.39% | 31,296 | $38.98 |
| Q2 2024 | -5,996 | Reduce 19.16% | 25,300 | $38.85 |
| Q3 2024 | +2,504 | Add 9.90% | 27,804 | $42.77 |
| Q4 2024 | -33 | Reduce 0.12% | 27,771 | $43.38 |
| Q1 2025 | +890 | Add 3.20% | 28,661 | $41.15 |
| Q2 2025 | +1,558 | Add 5.44% | 30,219 | $42.99 |
| Q3 2025 | +306 | Add 1.01% | 30,525 | $45.72 |
Joel Greenblatt's Truist Financial Corporation Investment FAQs
Joel Greenblatt first purchased Truist Financial Corporation (TFC) in Q4 2019, acquiring 33,067 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Truist Financial Corporation (TFC) for 24 quarters since Q4 2019.
Joel Greenblatt's largest addition to Truist Financial Corporation (TFC) was in Q1 2020, adding 144,062 shares worth $4.44 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 30,525 shares of Truist Financial Corporation (TFC), valued at approximately $1.4 M.
As of the Q3 2025 filing, Truist Financial Corporation (TFC) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Truist Financial Corporation (TFC) was 144,062 shares, as reported at the end of Q1 2020.