Avion Wealth’s Paramount Global Class B PARA Stock Holding History

Avion Wealth’s Portfolio PARA Stock Details PARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-42	Closed	–	–	1451
2025 Q2	$0	Buy	+42	New	+$492	﹤0.01%	1490
2024 Q3	–	Sell	-93	Closed	-$1.01K	–	1251
2024 Q2	$0	Buy	93 +48	+107%	+$562	﹤0.01%	1170
2024 Q1	$1K	Buy	+45	New	+$566	﹤0.01%	1030
2023 Q4	–	Sell	-36	Closed	–	–	1274
2023 Q3	$0	Buy	+36	New	+$533	﹤0.01%	1096

Other funds holding PARA

HRC

Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avion Wealth's PARA Position: Q3 2025 in Review

Avion Wealth sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 42 shares.

Avion Wealth first reported a position in PARA in Q3 2023 and held it in 4 quarters. The position peaked at $1K in Q1 2024. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

Avion Wealth reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 42 Paramount Global Class B shares in Q3 2025.
Avion Wealth first reported a position in Paramount Global Class B in Q3 2023 and held it in 4 quarters.
Avion Wealth's Paramount Global Class B position peaked at $1K in Q1 2024.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.