Joel Greenblatt's TFC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 30,025 shares of Truist Financial Corporation (TFC) worth $1.48 M, representing 0.01% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 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 2025 | -500 | Reduce 1.64% | 30,025 | $49.21 |
| Q3 2025 | +306 | Add 1.01% | 30,525 | $45.72 |
| Q2 2025 | +1,558 | Add 5.44% | 30,219 | $42.99 |
| Q1 2025 | +890 | Add 3.20% | 28,661 | $41.15 |
| Q4 2024 | -33 | Reduce 0.12% | 27,771 | $43.38 |
| Q3 2024 | +2,504 | Add 9.90% | 27,804 | $42.77 |
| Q2 2024 | -5,996 | Reduce 19.16% | 25,300 | $38.85 |
| Q1 2024 | -4,023 | Reduce 11.39% | 31,296 | $38.98 |
| Q4 2023 | -2,819 | Reduce 7.39% | 35,319 | $36.92 |
| Q3 2023 | -1,466 | Reduce 3.70% | 38,138 | $28.61 |
| Q2 2023 | +783 | Add 2.02% | 39,604 | $30.35 |
| Q1 2023 | -23,479 | Reduce 37.69% | 38,821 | $34.10 |
| Q4 2022 | +12,691 | Add 25.58% | 62,300 | $43.03 |
| Q3 2022 | +34,795 | Add 234.88% | 49,609 | $43.54 |
| Q2 2022 | -6,978 | Reduce 32.02% | 14,814 | $47.46 |
| Q1 2022 | +3,253 | Add 17.55% | 21,792 | $56.72 |
| Q4 2021 | +9,683 | Add 109.34% | 18,539 | $58.53 |
| Q3 2021 | +8,856 | New Buy | 8,856 | $58.60 |
| Q2 2021 | -6,302 | Sold Out | 0 | $0.00 |
| Q1 2021 | -10,990 | Reduce 63.56% | 6,302 | $58.39 |
| Q4 2020 | -1,036 | Reduce 5.65% | 17,292 | $47.94 |
| Q3 2020 | -55,766 | Reduce 75.26% | 18,328 | $38.03 |
| Q2 2020 | -69,968 | Reduce 48.57% | 74,094 | $37.55 |
| Q1 2020 | +110,995 | Add 335.67% | 144,062 | $30.84 |
| Q4 2019 | +33,067 | New Buy | 33,067 | $56.31 |
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 25 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 Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 30,025 shares of Truist Financial Corporation (TFC), valued at approximately $1.48 M.
As of the Q4 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.