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Financial Solutions Advisory Group’s Constellation Brands STZ Stock Holding History

Financial Solutions Advisory 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 		$1.14M Buy
8,620
+3,122
+57% +$464K 0.14% 69
2026
Q1 		$825K Buy
+5,498
New +$849K 0.11% 76

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 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

Financial Solutions Advisory Group's STZ Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Constellation Brands (STZ) stake by 57% in Q2 2026, buying an estimated $464K and bringing the position to 8,620 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #69.

Financial Solutions Advisory Group first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Financial Solutions Advisory Group held 8,620 shares of Constellation Brands worth $1.14M as of Q2 2026.
  • Financial Solutions Advisory Group bought 3,122 Constellation Brands shares in Q2 2026, an estimated $464K.
  • Constellation Brands made up 0.14% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Financial Solutions Advisory Group first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.