PWM
PARA

Perigon Wealth Management’s Paramount Global Class B PARA Stock Holding History

Perigon Wealth Management’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
-24,772
Closed -$320K – 1240
2025
Q2 		$320K Sell
24,772
-4,390
-15% -$51.4K 0.01% 822
2025
Q1 		$349K Buy
29,162
+341
+1% +$3.81K 0.01% 752
2024
Q4 		$293K Buy
28,821
+1,874
+7% +$20.1K 0.01% 821
2024
Q3 		$286K Buy
26,947
+16,877
+168% +$184K 0.01% 809
2024
Q2 		$105K Buy
+10,070
New +$118K ﹤0.01% 843
2021
Q4 		– Sell
-11,101
Closed -$439K – 597
2021
Q3 		$439K Sell
11,101
-1,441
-11% -$58.7K 0.04% 333
2021
Q2 		$567K Buy
12,542
+7,135
+132% +$295K 0.05% 283
2021
Q1 		$244K Buy
5,407
+2,230
+70% +$136K 0.02% 426
2020
Q4 		$118K Buy
+3,177
New +$102K 0.01% 509
2018
Q2 		– Sell
-845
Closed -$44K – 498
2018
Q1 		$44K Hold
845
– – 0.02% 330
2017
Q4 		$50K Hold
845
– – 0.02% 284
2017
Q3 		$49K Hold
845
– – 0.02% 339
2017
Q2 		$54K Hold
845
– – 0.01% 375
2017
Q1 		$59K Hold
845
– – 0.01% 374
2016
Q4 		$58K Hold
845
– – 0.01% 341
2016
Q3 		$46K Buy
+845
New +$44.8K 0.01% 319

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

Perigon Wealth Management's PARA Position: Q3 2025 in Review

Perigon Wealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 24,772 shares — an estimated $320K sold.

Perigon Wealth Management first reported a position in PARA in Q3 2016 and held it in 16 quarters. The position peaked at $567K in Q2 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Perigon Wealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 24,772 Paramount Global Class B shares in Q3 2025, an estimated $320K.
  • Perigon Wealth Management first reported a position in Paramount Global Class B in Q3 2016 and held it in 16 quarters.
  • Perigon Wealth Management's Paramount Global Class B position peaked at $567K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.