Center for Financial Planning’s Paramount Global Class B PARA Stock Holding History

Center for Financial Planning’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	-1,856	Closed	-$23.9K	–	693
2025 Q2	$23.9K	Buy	+1,856	New	+$21.7K	﹤0.01%	376

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 $4.82B AUM 20.19% 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

Center for Financial Planning's PARA Position: Q3 2025 in Review

Center for Financial Planning sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 1,856 shares — an estimated $23.9K sold.

Center for Financial Planning first reported a position in PARA in Q2 2025 and held it in 1 quarter. The position peaked at $23.9K in Q2 2025. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

Center for Financial Planning reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 1,856 Paramount Global Class B shares in Q3 2025, an estimated $23.9K.
Center for Financial Planning first reported a position in Paramount Global Class B in Q2 2025 and held it in 1 quarter.
Center for Financial Planning's Paramount Global Class B position peaked at $23.9K in Q2 2025.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.