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
2023
Q2 		– Sell
-44,700
Closed -$997K – 4656
2023
Q1 		$997K Buy
+44,700
New +$959K ﹤0.01% 2755

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.