EWA
PARA

EverSource Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

EverSource Wealth Advisors’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
-441
Closed -$5.7K – 4436
2025
Q2 		$5.7K Sell
441
-78
-15% -$913 ﹤0.01% 3106
2025
Q1 		$6.21K Sell
519
-453
-47% -$5.07K ﹤0.01% 2391
2024
Q4 		$10.2K Sell
972
-307
-24% -$3.3K ﹤0.01% 1987
2024
Q3 		$13.6K Buy
1,279
+242
+23% +$2.63K ﹤0.01% 1698
2024
Q2 		$11.8K Buy
1,037
+230
+29% +$2.69K ﹤0.01% 1756
2024
Q1 		$9.19K Sell
807
-262
-25% -$3.29K ﹤0.01% 1733
2023
Q4 		$15.8K Sell
1,069
-385
-26% -$5.15K ﹤0.01% 1347
2023
Q3 		$18.8K Sell
1,454
-866
-37% -$12.8K ﹤0.01% 1149
2023
Q2 		$36.9K Sell
2,320
-40
-2% -$722 ﹤0.01% 950
2023
Q1 		$52.7K Sell
2,360
-219
-8% -$4.7K 0.01% 779
2022
Q4 		$43.5K Buy
2,579
+1,922
+293% +$35.4K 0.01% 812
2022
Q3 		$12K Buy
657
+88
+15% +$2.11K ﹤0.01% 1077
2022
Q2 		$14K Sell
569
-48
-8% -$1.46K ﹤0.01% 938
2022
Q1 		$24K Sell
617
-104
-14% -$3.54K 0.01% 640
2021
Q4 		$21K Buy
+721
New +$24.8K 0.01% 665

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

EverSource Wealth Advisors's PARA Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 441 shares — an estimated $5.7K sold.

EverSource Wealth Advisors first reported a position in PARA in Q4 2021 and held it in 15 quarters. The position peaked at $52.7K in Q1 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 441 Paramount Global Class B shares in Q3 2025, an estimated $5.7K.
  • EverSource Wealth Advisors first reported a position in Paramount Global Class B in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Paramount Global Class B position peaked at $52.7K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.