PCS
PARA

Personal CFO Solutions’s Paramount Global Class B PARA Stock Holding History

Personal CFO Solutions’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
-77,291
Closed -$997K – 516
2025
Q2 		$997K Buy
77,291
+44
+0.1% +$515 0.18% 107
2025
Q1 		$924K Sell
77,247
-15,380
-17% -$172K 0.19% 109
2024
Q4 		$969K Sell
92,627
-3,645
-4% -$39.2K 0.19% 108
2024
Q3 		$1.02M Buy
96,272
+34,746
+56% +$378K 0.14% 136
2024
Q2 		$639K Buy
61,526
+12,968
+27% +$152K 0.1% 199
2024
Q1 		$572K Buy
48,558
+5,090
+12% +$64K 0.09% 219
2023
Q4 		$643K Buy
43,468
+1,030
+2% +$13.8K 0.11% 186
2023
Q3 		$547K Sell
42,438
-2,165
-5% -$32.1K 0.11% 181
2023
Q2 		$710K Buy
44,603
+2,019
+5% +$36.5K 0.14% 142
2023
Q1 		$950K Sell
42,584
-568
-1% -$12.2K 0.2% 94
2022
Q4 		$728K Buy
43,152
+6,941
+19% +$128K 0.15% 130
2022
Q3 		$689K Buy
36,211
+2,302
+7% +$55.3K 0.17% 114
2022
Q2 		$837K Sell
33,909
-1,649
-5% -$50.3K 0.2% 88
2022
Q1 		$1.34M Buy
35,558
+576
+2% +$19.6K 0.27% 70
2021
Q4 		$1.06M Buy
34,982
+5,911
+20% +$204K 0.2% 110
2021
Q3 		$1.15M Buy
29,071
+1,187
+4% +$48.4K 0.24% 92
2021
Q2 		$1.26M Buy
27,884
+16,961
+155% +$700K 0.26% 76
2021
Q1 		$493K Sell
10,923
-23,625
-68% -$1.44M 0.11% 178
2020
Q4 		$1.29M Sell
34,548
-287
-0.8% -$9.21K 0.32% 70
2020
Q3 		$1K Buy
34,835
+3,520
+11% +$94.3K 0.33% 105
2020
Q2 		$730K Sell
31,315
-5,774
-16% -$111K 0.22% 95
2020
Q1 		$520K Buy
37,089
+15,247
+70% +$437K 0.19% 112
2019
Q4 		$911K Buy
21,842
+9,835
+82% +$381K 0.26% 81
2019
Q3 		$485K Buy
+12,007
New +$562K 0.19% 131

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

Personal CFO Solutions's PARA Position: Q3 2025 in Review

Personal CFO Solutions sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 77,291 shares — an estimated $997K sold.

Personal CFO Solutions first reported a position in PARA in Q3 2019 and held it in 24 quarters. The position peaked at $1.34M in Q1 2022. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Personal CFO Solutions reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 77,291 Paramount Global Class B shares in Q3 2025, an estimated $997K.
  • Personal CFO Solutions first reported a position in Paramount Global Class B in Q3 2019 and held it in 24 quarters.
  • Personal CFO Solutions's Paramount Global Class B position peaked at $1.34M in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.