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Community Financial Services Group’s Constellation Brands STZ Stock Holding History

Community Financial Services Group’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
Q2 		$8.21K Hold
60
– – ﹤0.01% 396
2026
Q1 		$9.06K Buy
+60
New +$9.27K ﹤0.01% 328

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Community Financial Services Group's STZ Position: Q2 2026 in Review

Community Financial Services Group held its Constellation Brands (STZ) position steady in Q2 2026 at 60 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Community Financial Services Group first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.06K in Q1 2026. 194 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Community Financial Services Group held 60 shares of Constellation Brands worth $8.21K as of Q2 2026.
  • Community Financial Services Group left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #396 holding.
  • Community Financial Services Group first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Constellation Brands position peaked at $9.06K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.