Richardson Financial Services
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Richardson Financial Services’s Constellation Brands STZ Stock Holding History

Richardson Financial Services’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 		– Sell
-40
Closed -$5.56K – 628
2026
Q2 		$5.56K Hold
40
– – ﹤0.01% 500
2026
Q1 		$6K Hold
40
– – ﹤0.01% 512
2025
Q4 		$5.52K Hold
40
– – ﹤0.01% 512
2025
Q3 		$5.39K Sell
40
-35
-47% -$5.57K ﹤0.01% 470
2025
Q2 		$12.5K Buy
75
+40
+114% +$7.18K 0.01% 383
2025
Q1 		$6.42K Sell
35
-21
-38% -$3.82K ﹤0.01% 440
2024
Q4 		$12.3K Buy
+56
New +$13.3K 0.01% 377

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

Richardson Financial Services's STZ Position: Q3 2026 in Review

Richardson Financial Services sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 40 shares — an estimated $5.56K sold.

Richardson Financial Services first reported a position in STZ in Q4 2024 and held it in 7 quarters. The position peaked at $12.5K in Q2 2025. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Richardson Financial Services reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • Richardson Financial Services sold 40 Constellation Brands shares in Q3 2026, an estimated $5.56K.
  • Richardson Financial Services first reported a position in Constellation Brands in Q4 2024 and held it in 7 quarters.
  • Richardson Financial Services's Constellation Brands position peaked at $12.5K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.