Principia Wealth Advisory’s Paramount Global Class B PARA Stock Holding History

Principia Wealth Advisory’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	-39	Closed	-$503	–	1003
2025 Q2	$503	Hold	39	–	–	﹤0.01%	734
2025 Q1	$434	Buy	+39	New	+$436	﹤0.01%	608

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Principia Wealth Advisory's PARA Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 39 shares — an estimated $503 sold.

Principia Wealth Advisory first reported a position in PARA in Q1 2025 and held it in 2 quarters. The position peaked at $503 in Q2 2025. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

Principia Wealth Advisory reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
Principia Wealth Advisory sold 39 Paramount Global Class B shares in Q3 2025, an estimated $503.
Principia Wealth Advisory first reported a position in Paramount Global Class B in Q1 2025 and held it in 2 quarters.
Principia Wealth Advisory's Paramount Global Class B position peaked at $503 in Q2 2025.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.