LPL Financial
PARA

LPL Financial’s Paramount Global Class B PARA Stock Holding History

LPL Financial’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
-88,134
Closed -$1.14M – 5937
2025
Q2 		$1.14M Sell
88,134
-81,882
-48% -$959K ﹤0.01% 3634
2025
Q1 		$2.03M Sell
170,016
-413,546
-71% -$4.62M ﹤0.01% 2935
2024
Q4 		$6.1M Sell
583,562
-1,646,320
-74% -$17.7M ﹤0.01% 1912
2024
Q3 		$23.7M Buy
2,229,882
+66,571
+3% +$724K 0.01% 959
2024
Q2 		$22.5M Sell
2,163,311
-434,140
-17% -$5.08M 0.01% 916
2024
Q1 		$30.6M Buy
2,597,451
+162,173
+7% +$2.04M 0.02% 751
2023
Q4 		$36M Buy
2,435,278
+33,735
+1% +$452K 0.02% 617
2023
Q3 		$31M Buy
2,401,543
+194,284
+9% +$2.88M 0.02% 620
2023
Q2 		$35.1M Buy
2,207,259
+851,288
+63% +$15.4M 0.03% 562
2023
Q1 		$30.3M Buy
1,355,971
+91,373
+7% +$1.96M 0.02% 584
2022
Q4 		$21.3M Buy
1,264,598
+137,587
+12% +$2.53M 0.02% 684
2022
Q3 		$21.5M Buy
1,127,011
+201,105
+22% +$4.83M 0.02% 621
2022
Q2 		$22.9M Buy
925,906
+28,363
+3% +$864K 0.02% 588
2022
Q1 		$33.9M Buy
897,543
+37,658
+4% +$1.28M 0.03% 476
2021
Q4 		$26M Buy
859,885
+204,018
+31% +$7.03M 0.02% 579
2021
Q3 		$25.9M Buy
655,867
+16,897
+3% +$688K 0.02% 523
2021
Q2 		$28.9M Buy
638,970
+69,206
+12% +$2.86M 0.03% 462
2021
Q1 		$25.7M Sell
569,764
-150,449
-21% -$9.19M 0.03% 453
2020
Q4 		$26.8M Buy
720,213
+484,465
+206% +$15.5M 0.03% 386
2020
Q3 		$6.6M Buy
235,748
+44,564
+23% +$1.19M 0.01% 815
2020
Q2 		$4.46M Buy
191,184
+60,225
+46% +$1.16M 0.01% 936
2020
Q1 		$1.83M Buy
130,959
+46,662
+55% +$1.34M ﹤0.01% 1240
2019
Q4 		$3.54M Buy
84,297
+32,670
+63% +$1.27M 0.01% 1010
2019
Q3 		$2.08M Sell
51,627
-3,120
-6% -$146K ﹤0.01% 1232
2019
Q2 		$2.73M Buy
54,747
+3,757
+7% +$186K 0.01% 1077
2019
Q1 		$2.42M Buy
50,990
+3,584
+8% +$175K 0.01% 1092
2018
Q4 		$2.07M Buy
47,406
+413
+0.9% +$21.9K 0.01% 1060
2018
Q3 		$2.7M Buy
46,993
+1,880
+4% +$104K 0.01% 999
2018
Q2 		$2.54M Buy
45,113
+2,085
+5% +$109K 0.01% 997
2018
Q1 		$2.21M Buy
43,028
+12,450
+41% +$684K 0.01% 1048
2017
Q4 		$1.8M Sell
30,578
-784
-2% -$45.1K 0.01% 1135
2017
Q3 		$1.82M Buy
31,362
+6,045
+24% +$382K 0.01% 1044
2017
Q2 		$1.61M Buy
25,317
+13,327
+111% +$853K 0.01% 1060
2017
Q1 		$826K Buy
+11,990
New +$787K 0.01% 1397
2016
Q2 		– Sell
-59,414
Closed -$3.22M – 2884
2016
Q1 		$3.22M Sell
59,414
-8,196
-12% -$399K 0.01% 941
2015
Q4 		$3.12M Buy
67,610
+46,671
+223% +$2.19M 0.01% 932
2015
Q3 		$870K Buy
20,939
+1,030
+5% +$50K ﹤0.01% 1337
2015
Q2 		$1.09M Sell
19,909
-6,229
-24% -$376K 0.01% 1303
2015
Q1 		$1.56M Buy
26,138
+1,572
+6% +$91.9K 0.01% 1055
2014
Q4 		$1.36M Buy
24,566
+8,481
+53% +$452K 0.01% 1101
2014
Q3 		$849K Sell
16,085
-287
-2% -$16.9K 0.01% 1385
2014
Q2 		$1.02M Sell
16,372
-2,956
-15% -$176K 0.01% 1308
2014
Q1 		$1.19M Sell
19,328
-3,824
-17% -$241K 0.01% 1150
2013
Q4 		$1.48M Sell
23,152
-3,944
-15% -$232K 0.01% 1006
2013
Q3 		$1.55M Buy
27,096
+2,695
+11% +$143K 0.01% 932
2013
Q2 		$1.19M Buy
+24,401
New +$1.11M 0.01% 1009

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

LPL Financial's PARA Position: Q3 2025 in Review

LPL Financial sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 88,134 shares — an estimated $1.14M sold.

LPL Financial first reported a position in PARA in Q2 2013 and held it in 46 quarters. The position peaked at $36M in Q4 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • LPL Financial reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 88,134 Paramount Global Class B shares in Q3 2025, an estimated $1.14M.
  • LPL Financial first reported a position in Paramount Global Class B in Q2 2013 and held it in 46 quarters.
  • LPL Financial's Paramount Global Class B position peaked at $36M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.