ANB BANK STZ — Constellation Brands Inc

Ownership history in ANB BANK  ·  7 quarters on record

AI Ownership Summary

ANB BANK reported Constellation Brands Inc (STZ) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows STZ at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANB BANK's position in Constellation Brands Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

STZ was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STZ stock page ANB BANK fund profile ANB BANK full holdings
How ANB BANK held STZ — position size vs. price
% of Fund (quarterly)    STZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,075 -1,874 -31.5% 0.16% $461K 2026-10-09 $122.64
2026 Q2 REDUCED 5.1% -18.2% ✅ 5,949 -320 -5.1% 0.31% $827K 2026-08-12 $133.96
2026 Q1 REDUCED — — — 6,269 -17 -0.3% 0.38% $940K 2026-05-06 $151.10
2025 Q4 REDUCED — — — 6,286 -44 -0.7% 0.34% $867K 2026-02-13 $147.15
2025 Q3 ADDED — — — 6,330 +1,113 +21.3% 0.35% $852K 2025-10-23 $135.75
2025 Q2 REDUCED — — — 5,217 -17 -0.3% 0.38% $849K 2025-08-11 $163.93
2025 Q1 INITIATED — — — 5,234 — — 0.43% $961K 2025-05-06 $180.70

🏢 Other funds also holding STZ

As of 2026 Q3 — sorted by position size

ABLES, IANNONE, MOORE & ASSOCIATES, INC. 0.99% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.33% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.29% City Center Advisors, LLC 0.27% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.21% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.21% Nautilus Advisors LLC 0.21% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.07% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.06% TLWM 3Y 7Y 0.06%

FAQ About ANB BANK and STZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANB BANK reported owning STZ?

ANB BANK reported STZ across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported STZ position in ANB BANK's portfolio?

The largest reported portfolio weight for STZ was 0.43% in 2025 Q1.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2026 Q3, when ANB BANK reported 4,075 shares, equal to 0.16% of portfolio, with an estimated market value of $461K.

What does the chart on this STZ ownership page compare?

The chart compares ANB BANK's quarterly STZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ANB BANK time their STZ position?

Based on 13F filing dates vs. subsequent STZ price moves, ANB BANK correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on STZ relative to SPY over the holding period was -40.2%.

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