Loring Wolcott & Coolidge Fiduciary Advisors’s Paramount Global Class B PARA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-54	Closed	-$697	–	550
2025 Q2	$697	Hold	54	–	–	﹤0.01%	512
2025 Q1	$605	Hold	54	–	–	﹤0.01%	541
2024 Q4	$603	Hold	54	–	–	﹤0.01%	544
2024 Q3	$556	Sell	54 -140	-72%	-$1.52K	﹤0.01%	561
2024 Q2	$2.32K	Buy	194 +140	+259%	+$1.64K	﹤0.01%	534
2024 Q1	$669	Hold	54	–	–	﹤0.01%	554
2023 Q4	$788	Hold	54	–	–	﹤0.01%	544
2023 Q3	$644	Hold	54	–	–	﹤0.01%	598
2023 Q2	$859	Hold	54	–	–	﹤0.01%	621
2023 Q1	$1.21K	Hold	54	–	–	﹤0.01%	582
2022 Q4	$912	Hold	54	–	–	﹤0.01%	565
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	594
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	621
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	618
2021 Q4	$2K	Hold	54	–	–	﹤0.01%	697
2021 Q3	$2K	Sell	54 -224	-81%	-$9.13K	﹤0.01%	713
2021 Q2	$13K	Buy	+278	New	+$11.5K	﹤0.01%	587
2021 Q1	–	Sell	-140	Closed	-$5K	–	582
2020 Q4	$5K	Buy	140 +86	+159%	+$2.76K	﹤0.01%	689
2020 Q3	$2K	Hold	54	–	–	﹤0.01%	572
2020 Q2	$1K	Hold	54	–	–	﹤0.01%	576
2020 Q1	$0	Hold	54	–	–	﹤0.01%	690
2019 Q4	$2K	Buy	54 +19	+54%	+$736	﹤0.01%	653
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	666
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	669
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	651
2018 Q4	$2K	Buy	+35	New	+$1.86K	﹤0.01%	641
2018 Q3	–	Sell	-270	Closed	-$15K	–	667
2018 Q2	$15K	Hold	270	–	–	﹤0.01%	525
2018 Q1	$14K	Hold	270	–	–	﹤0.01%	563
2017 Q4	$16K	Sell	270 -4	-1%	-$230	﹤0.01%	538
2017 Q3	$16K	Buy	274 +4	+1%	+$253	﹤0.01%	525
2017 Q2	$18K	Hold	270	–	–	﹤0.01%	502
2017 Q1	$19K	Hold	270	–	–	﹤0.01%	497
2016 Q4	$17K	Hold	270	–	–	﹤0.01%	483
2016 Q3	$15K	Hold	270	–	–	﹤0.01%	506
2016 Q2	$15K	Hold	270	–	–	﹤0.01%	510
2016 Q1	$15K	Hold	270	–	–	﹤0.01%	507
2015 Q4	$13K	Hold	270	–	–	﹤0.01%	545
2015 Q3	$15K	Hold	270	–	–	﹤0.01%	513
2015 Q2	$15K	Hold	270	–	–	﹤0.01%	513
2015 Q1	$16K	Hold	270	–	–	﹤0.01%	525
2014 Q4	$15K	Hold	270	–	–	﹤0.01%	523
2014 Q3	$14K	Hold	270	–	–	﹤0.01%	506
2014 Q2	$17K	Hold	270	–	–	﹤0.01%	518
2014 Q1	$17K	Hold	270	–	–	﹤0.01%	504
2013 Q4	$17K	Hold	270	–	–	﹤0.01%	486
2013 Q3	$15K	Hold	270	–	–	﹤0.01%	461
2013 Q2	$13K	Buy	+270	New	+$12.3K	﹤0.01%	515

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

Loring Wolcott & Coolidge Fiduciary Advisors's PARA Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 54 shares — an estimated $697 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PARA in Q2 2013 and held it in 47 quarters. The position peaked at $19K in Q1 2017. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 54 Paramount Global Class B shares in Q3 2025, an estimated $697.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Paramount Global Class B in Q2 2013 and held it in 47 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Paramount Global Class B position peaked at $19K in Q1 2017.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.