CAL
PARA

Capital Advisors Ltd’s Paramount Global Class B PARA Stock Holding History

Capital Advisors Ltd’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
-31
Closed – – 1509
2025
Q2 		$0 Buy
+31
New +$363 ﹤0.01% 1557
2024
Q1 		– Sell
-426
Closed -$6K – 1503
2023
Q4 		$6K Buy
+426
New +$5.7K ﹤0.01% 803
2023
Q3 		– Sell
-1,359
Closed -$22K – 1427
2023
Q2 		$22K Buy
1,359
+147
+12% +$2.65K ﹤0.01% 555
2023
Q1 		$27K Buy
1,212
+685
+130% +$14.7K ﹤0.01% 435
2022
Q4 		$3K Buy
527
+482
+1,071% +$8.87K ﹤0.01% 785
2022
Q3 		$1K Buy
+45
New +$1.08K ﹤0.01% 1084
2022
Q1 		– Sell
-644
Closed -$43K – 1132
2021
Q4 		$43K Buy
+644
New +$22.2K 0.01% 366
2019
Q3 		– Sell
-2,679
Closed -$125K – 436
2019
Q2 		$134K Hold
2,679
– – 0.04% 182
2019
Q1 		$127K Hold
2,679
– – 0.03% 193
2018
Q4 		$117K Hold
2,679
– – 0.03% 196
2018
Q3 		$154K Buy
2,679
+2,607
+3,621% +$144K 0.04% 172
2018
Q2 		$4K Buy
+72
New +$3.76K ﹤0.01% 377

Other funds holding PARA

HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
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
IA
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Advisors Ltd's PARA Position: Q3 2025 in Review

Capital Advisors Ltd sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 31 shares.

Capital Advisors Ltd first reported a position in PARA in Q2 2018 and held it in 12 quarters. The position peaked at $154K in Q3 2018. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Capital Advisors Ltd reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 31 Paramount Global Class B shares in Q3 2025.
  • Capital Advisors Ltd first reported a position in Paramount Global Class B in Q2 2018 and held it in 12 quarters.
  • Capital Advisors Ltd's Paramount Global Class B position peaked at $154K in Q3 2018.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.