PWMA
PARA

Pension & Wealth Management Advisors’s Paramount Global Class B PARA Stock Holding History

Pension & Wealth Management 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
-12
Closed -$155 – 565
2025
Q2 		$155 Hold
12
– – ﹤0.01% 486
2025
Q1 		$144 Hold
12
– – ﹤0.01% 467
2024
Q4 		$126 Hold
12
– – ﹤0.01% 465
2024
Q3 		$127 Hold
12
– – ﹤0.01% 368
2024
Q2 		$125 Hold
12
– – ﹤0.01% 352
2024
Q1 		$141 Hold
12
– – ﹤0.01% 340
2023
Q4 		$177 Hold
12
– – ﹤0.01% 308
2023
Q3 		$155 Buy
+12
New +$178 ﹤0.01% 258

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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pension & Wealth Management Advisors's PARA Position: Q3 2025 in Review

Pension & Wealth Management Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 12 shares — an estimated $155 sold.

Pension & Wealth Management Advisors first reported a position in PARA in Q3 2023 and held it in 8 quarters. The position peaked at $177 in Q4 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Pension & Wealth Management Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 12 Paramount Global Class B shares in Q3 2025, an estimated $155.
  • Pension & Wealth Management Advisors first reported a position in Paramount Global Class B in Q3 2023 and held it in 8 quarters.
  • Pension & Wealth Management Advisors's Paramount Global Class B position peaked at $177 in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2025, filed 7 Aug 2026.