TFC Financial Management
STZ icon

TFC Financial Management’s Constellation Brands STZ Stock Holding History

TFC Financial Management’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 		$114 Sell
1
-7
-88% -$903 ﹤0.01% 905
2026
Q2 		$1.11K Buy
8
+4
+100% +$595 ﹤0.01% 637
2026
Q1 		$600 Hold
4
– – ﹤0.01% 678
2025
Q4 		$552 Buy
+4
New +$549 ﹤0.01% 690
2025
Q3 		– Sell
-10
Closed -$1.63K – 1054
2025
Q2 		$1.63K Sell
10
-54
-84% -$9.7K ﹤0.01% 527
2025
Q1 		$11.7K Sell
64
-3
-4% -$545 ﹤0.01% 352
2024
Q4 		$14.8K Buy
67
+2
+3% +$475 ﹤0.01% 335
2024
Q3 		$16.8K Hold
65
– – ﹤0.01% 338
2024
Q2 		$16.7K Sell
65
-1
-2% -$257 ﹤0.01% 311
2024
Q1 		$17.9K Buy
66
+1
+2% +$253 ﹤0.01% 301
2023
Q4 		$15.7K Sell
65
-2
-3% -$476 ﹤0.01% 303
2023
Q3 		$16.8K Hold
67
– – ﹤0.01% 303
2023
Q2 		$16.5K Buy
67
+62
+1,240% +$14.5K ﹤0.01% 299
2023
Q1 		$1.13K Hold
5
– – ﹤0.01% 503
2022
Q4 		$1.16K Hold
5
– – ﹤0.01% 443
2022
Q3 		$1K Hold
5
– – ﹤0.01% 500
2022
Q2 		$1K Hold
5
– – ﹤0.01% 502
2022
Q1 		$1K Hold
5
– – ﹤0.01% 509
2021
Q4 		$1K Hold
5
– – ﹤0.01% 560
2021
Q3 		$1K Hold
5
– – ﹤0.01% 547
2021
Q2 		$1K Hold
5
– – ﹤0.01% 552
2021
Q1 		$1K Hold
5
– – ﹤0.01% 543
2020
Q4 		$1K Hold
5
– – ﹤0.01% 527
2020
Q3 		$1K Buy
+5
New +$912 ﹤0.01% 500

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

TFC Financial Management's STZ Position: Q3 2026 in Review

TFC Financial Management reduced its Constellation Brands (STZ) stake by 88% in Q3 2026, selling an estimated $903 and leaving 1 share worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #905.

TFC Financial Management first reported a position in STZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.9K in Q1 2024. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • TFC Financial Management held 1 share of Constellation Brands worth $114 as of Q3 2026.
  • TFC Financial Management sold 7 Constellation Brands shares in Q3 2026, an estimated $903.
  • Constellation Brands made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #905 holding.
  • TFC Financial Management first reported a position in Constellation Brands in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Constellation Brands position peaked at $17.9K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.