KFI
PARA

Key Financial Inc’s Paramount Global Class B PARA Stock Holding History

Key Financial 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
-5,548
Closed -$71.6K – 1489
2025
Q2 		$71.6K Hold
5,548
– – 0.01% 427
2025
Q1 		$66.4K Hold
5,548
– – 0.01% 428
2024
Q4 		$58K Buy
5,548
+69
+1% +$742 0.01% 454
2024
Q3 		$58.2K Hold
5,479
– – 0.01% 457
2024
Q2 		$56.9K Hold
5,479
– – 0.01% 441
2024
Q1 		$64.5K Hold
5,479
– – 0.02% 393
2023
Q4 		$81K Hold
5,479
– – 0.02% 343
2023
Q3 		$70.7K Hold
5,479
– – 0.02% 346
2023
Q2 		$87.2K Buy
5,479
+41
+0.8% +$740 0.03% 324
2023
Q1 		$121K Sell
5,438
-222
-4% -$4.76K 0.04% 254
2022
Q4 		$108K Hold
5,660
– – 0.05% 236
2022
Q3 		$108K Buy
5,660
+222
+4% +$5.33K 0.05% 239
2022
Q2 		$137K Sell
5,438
-300
-5% -$9.14K 0.07% 202
2022
Q1 		$217K Buy
5,738
+305
+6% +$10.4K 0.11% 152
2021
Q4 		$164K Hold
5,433
– – 0.08% 169
2021
Q3 		$215K Hold
5,433
– – 0.12% 144
2021
Q2 		$222K Hold
5,433
– – 0.12% 144
2021
Q1 		$245K Hold
5,433
– – 0.16% 122
2020
Q4 		$202K Buy
+5,433
New +$174K 0.15% 121
2020
Q2 		– Sell
-5,730
Closed -$81K – 460
2020
Q1 		$81K Hold
5,730
– – 0.08% 178
2019
Q4 		$240K Buy
+5,730
New +$222K 0.23% 92

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

Key Financial Inc's PARA Position: Q3 2025 in Review

Key Financial Inc sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 5,548 shares — an estimated $71.6K sold.

Key Financial Inc first reported a position in PARA in Q4 2019 and held it in 21 quarters. The position peaked at $245K in Q1 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Key Financial Inc reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 5,548 Paramount Global Class B shares in Q3 2025, an estimated $71.6K.
  • Key Financial Inc first reported a position in Paramount Global Class B in Q4 2019 and held it in 21 quarters.
  • Key Financial Inc's Paramount Global Class B position peaked at $245K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.