PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Paramount Global Class B PARA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-12	Closed	-$155	–	565
2025 Q2	$155	Hold	12	–	–	﹤0.01%	486
2025 Q1	$144	Hold	12	–	–	﹤0.01%	467
2024 Q4	$126	Hold	12	–	–	﹤0.01%	465
2024 Q3	$127	Hold	12	–	–	﹤0.01%	368
2024 Q2	$125	Hold	12	–	–	﹤0.01%	352
2024 Q1	$141	Hold	12	–	–	﹤0.01%	340
2023 Q4	$177	Hold	12	–	–	﹤0.01%	308
2023 Q3	$155	Buy	+12	New	+$178	﹤0.01%	258

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PARA Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 12 shares — an estimated $155 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PARA in Q3 2023 and held it in 8 quarters. The position peaked at $177 in Q4 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 12 Paramount Global Class B shares in Q3 2025, an estimated $155.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Paramount Global Class B in Q3 2023 and held it in 8 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Paramount Global Class B position peaked at $177 in Q4 2023.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.