Truist Financial
STZ icon

Truist Financial’s Constellation Brands STZ Stock Holding History

Truist Financial’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 		$2.22M Sell
15,963
-1,414
-8% -$210K ﹤0.01% 1332
2026
Q1 		$2.61M Sell
17,377
-3,515
-17% -$543K ﹤0.01% 1168
2025
Q4 		$2.88M Sell
20,892
-14,180
-40% -$1.95M ﹤0.01% 1090
2025
Q3 		$4.72M Sell
35,072
-14,194
-29% -$2.26M 0.01% 908
2025
Q2 		$8.01M Sell
49,266
-4,984
-9% -$894K 0.01% 658
2025
Q1 		$9.96M Sell
54,250
-1,343
-2% -$244K 0.02% 568
2024
Q4 		$12.3M Sell
55,593
-10,062
-15% -$2.39M 0.02% 514
2024
Q3 		$16.9M Buy
65,655
+8,751
+15% +$2.17M 0.03% 443
2024
Q2 		$14.6M Buy
56,904
+20,209
+55% +$5.2M 0.02% 479
2024
Q1 		$9.97M Sell
36,695
-1,164
-3% -$295K 0.02% 627
2023
Q4 		$9.15M Sell
37,859
-3,829
-9% -$911K 0.01% 644
2023
Q3 		$10.5M Buy
41,688
+6,042
+17% +$1.58M 0.02% 572
2023
Q2 		$8.77M Buy
35,646
+220
+0.6% +$51.5K 0.01% 629
2023
Q1 		$8M Sell
35,426
-2,593
-7% -$577K 0.01% 661
2022
Q4 		$8.81M Sell
38,019
-1,857
-5% -$444K 0.02% 613
2022
Q3 		$9.16M Buy
39,876
+981
+3% +$239K 0.02% 583
2022
Q2 		$9.06M Sell
38,895
-1,615
-4% -$393K 0.02% 605
2022
Q1 		$9.33M Sell
40,510
-4,732
-10% -$1.09M 0.01% 662
2021
Q4 		$11.4M Sell
45,242
-880
-2% -$201K 0.02% 602
2021
Q3 		$9.72M Sell
46,122
-6,204
-12% -$1.35M 0.02% 650
2021
Q2 		$12.2M Sell
52,326
-2,193
-4% -$515K 0.02% 566
2021
Q1 		$12.4M Sell
54,519
-327
-0.6% -$73.7K 0.02% 545
2020
Q4 		$12M Buy
54,846
+5,135
+10% +$1.01M 0.02% 550
2020
Q3 		$9.42M Sell
49,711
-400
-0.8% -$73K 0.02% 571
2020
Q2 		$8.77M Sell
50,111
-4,735
-9% -$789K 0.02% 563
2020
Q1 		$7.86M Buy
54,846
+3,637
+7% +$642K 0.02% 560
2019
Q4 		$9.72M Buy
51,209
+40,380
+373% +$7.63M 0.02% 583
2019
Q3 		$2.25M Sell
10,829
-6,681
-38% -$1.34M 0.04% 334
2019
Q2 		$3.45M Sell
17,510
-7,381
-30% -$1.44M 0.06% 269
2019
Q1 		$4.36M Buy
24,891
+18,497
+289% +$3.12M 0.08% 241
2018
Q4 		$1.03M Sell
6,394
-20
-0.3% -$3.97K 0.02% 442
2018
Q3 		$1.38M Buy
6,414
+197
+3% +$41.9K 0.02% 423
2018
Q2 		$1.36M Hold
6,217
– – 0.03% 415
2018
Q1 		$1.42M Sell
6,217
-255
-4% -$56.2K 0.03% 421
2017
Q4 		$1.48M Buy
6,472
+119
+2% +$25.7K 0.03% 421
2017
Q3 		$1.27M Sell
6,353
-391
-6% -$77.4K 0.02% 434
2017
Q2 		$1.31M Sell
6,744
-88
-1% -$15.7K 0.03% 426
2017
Q1 		$1.11M Sell
6,832
-403
-6% -$62.8K 0.02% 452
2016
Q4 		$1.11M Buy
7,235
+1,383
+24% +$220K 0.02% 450
2016
Q3 		$974K Buy
5,852
+484
+9% +$79.8K 0.02% 479
2016
Q2 		$888K Buy
5,368
+1,042
+24% +$163K 0.02% 496
2016
Q1 		$654K Buy
4,326
+425
+11% +$61.4K 0.02% 499
2015
Q4 		$556K Buy
3,901
+769
+25% +$106K 0.01% 520
2015
Q3 		$392K Buy
3,132
+672
+27% +$82.9K 0.01% 604
2015
Q2 		$285K Sell
2,460
-908
-27% -$107K 0.01% 667
2015
Q1 		$391K Buy
3,368
+960
+40% +$108K 0.01% 575
2014
Q4 		$236K Buy
2,408
+30
+1% +$2.75K 0.01% 703
2014
Q3 		$207K Hold
2,378
– – 0.01% 729
2014
Q2 		$210K Buy
+2,378
New +$196K 0.01% 746

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Truist Financial's STZ Position: Q2 2026 in Review

Truist Financial reduced its Constellation Brands (STZ) stake by 8.1% in Q2 2026, selling an estimated $210K and leaving 15,963 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Truist Financial first reported a position in STZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $16.9M in Q3 2024. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Truist Financial held 15,963 shares of Constellation Brands worth $2.22M as of Q2 2026.
  • Truist Financial sold 1,414 Constellation Brands shares in Q2 2026, an estimated $210K.
  • Constellation Brands made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1332 holding.
  • Truist Financial first reported a position in Constellation Brands in Q2 2014 and has held it in 49 quarters since.
  • Truist Financial's Constellation Brands position peaked at $16.9M in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.