BFSG LLC
STZ icon

BFSG LLC’s Constellation Brands STZ Stock Holding History

BFSG LLC’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13K Buy
+10
New +$1.29K ﹤0.01% 834
2018
Q1 		– Sell
-1,363
Closed -$312K – 164
2017
Q4 		$312K Buy
+1,363
New +$295K 0.13% 117

Other funds holding STZ

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

BFSG LLC's STZ Position: Q3 2026 in Review

BFSG LLC opened a new position in Constellation Brands (STZ) in Q3 2026: 10 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: BFSG LLC previously reported a position in STZ as recently as Q4 2017.

BFSG LLC first reported a position in STZ in Q4 2017 and has held it in 2 quarters since. The position peaked at $312K in Q4 2017. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • BFSG LLC held 10 shares of Constellation Brands worth $1.13K as of Q3 2026.
  • Constellation Brands was a new BFSG LLC position in Q3 2026.
  • Constellation Brands made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #834 holding.
  • BFSG LLC first reported a position in Constellation Brands in Q4 2017 and has held it in 2 quarters since.
  • BFSG LLC's Constellation Brands position peaked at $312K in Q4 2017.
  • 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.