KWA
PARA

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

Kingswood 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
-16,530
Closed -$213K – 831
2025
Q2 		$213K Sell
16,530
-1,168
-7% -$13.7K 0.02% 681
2025
Q1 		$210K Sell
17,698
-15,556
-47% -$174K 0.02% 674
2024
Q4 		$348K Buy
33,254
+7,167
+27% +$77K 0.03% 556
2024
Q3 		$279K Buy
26,087
+1,420
+6% +$15.4K 0.02% 595
2024
Q2 		$256K Sell
24,667
-1,287
-5% -$15.1K 0.02% 572
2024
Q1 		$305K Sell
25,954
-12,859
-33% -$162K 0.04% 471
2023
Q4 		$574K Buy
+38,813
New +$520K 0.07% 311
2023
Q3 		– Sell
-20,433
Closed -$325K – 465
2023
Q2 		$325K Buy
+20,433
New +$369K 0.1% 185

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

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

Kingswood Wealth Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 16,530 shares — an estimated $213K sold.

Kingswood Wealth Advisors first reported a position in PARA in Q2 2023 and held it in 8 quarters. The position peaked at $574K in Q4 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,530 Paramount Global Class B shares in Q3 2025, an estimated $213K.
  • Kingswood Wealth Advisors first reported a position in Paramount Global Class B in Q2 2023 and held it in 8 quarters.
  • Kingswood Wealth Advisors's Paramount Global Class B position peaked at $574K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.