CPG
PARA

Cornerstone Planning Group’s Paramount Global Class B PARA Stock Holding History

Cornerstone Planning Group’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
-178
Closed -$2.09K – 1746
2025
Q2 		$2.09K Sell
178
-112
-39% -$1.31K ﹤0.01% 933
2025
Q1 		$3.25K Buy
290
+41
+16% +$458 ﹤0.01% 851
2024
Q4 		$2.78K Sell
249
-1,059
-81% -$11.4K ﹤0.01% 704
2024
Q3 		$13.7K Buy
1,308
+6
+0.5% +$65 ﹤0.01% 362
2024
Q2 		$13.7K Sell
1,302
-35
-3% -$410 ﹤0.01% 376
2024
Q1 		$17.2K Buy
1,337
+2
+0.1% +$25 0.01% 315
2023
Q4 		$19.7K Sell
1,335
-1,637
-55% -$21.9K 0.01% 318
2023
Q3 		$38.3K Buy
2,972
+1,056
+55% +$15.6K 0.01% 212
2023
Q2 		$30.5K Buy
+1,916
New +$34.6K 0.01% 335
2022
Q4 		$36.3K Buy
+1,854
New +$34.1K 0.02% 318

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
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

Cornerstone Planning Group's PARA Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 178 shares — an estimated $2.09K sold.

Cornerstone Planning Group first reported a position in PARA in Q4 2022 and held it in 10 quarters. The position peaked at $38.3K in Q3 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 178 Paramount Global Class B shares in Q3 2025, an estimated $2.09K.
  • Cornerstone Planning Group first reported a position in Paramount Global Class B in Q4 2022 and held it in 10 quarters.
  • Cornerstone Planning Group's Paramount Global Class B position peaked at $38.3K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.