PWMG
PARA

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

Private Wealth Management Group’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
-145
Closed -$1.87K – 1524
2025
Q2 		$1.87K Hold
145
– – ﹤0.01% 1104
2025
Q1 		$1.74K Sell
145
-112
-44% -$1.25K ﹤0.01% 1100
2024
Q4 		$2.69K Sell
257
-100
-28% -$1.07K ﹤0.01% 981
2024
Q3 		$3.79K Hold
357
– – ﹤0.01% 835
2024
Q2 		$3.71K Buy
357
+106
+42% +$1.24K ﹤0.01% 828
2024
Q1 		$2.96K Sell
251
-90
-26% -$1.13K ﹤0.01% 816
2023
Q4 		$5.04K Buy
+341
New +$4.57K ﹤0.01% 624

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

Private Wealth Management Group's PARA Position: Q3 2025 in Review

Private Wealth Management Group sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 145 shares — an estimated $1.87K sold.

Private Wealth Management Group first reported a position in PARA in Q4 2023 and held it in 7 quarters. The position peaked at $5.04K in Q4 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Private Wealth Management Group reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 145 Paramount Global Class B shares in Q3 2025, an estimated $1.87K.
  • Private Wealth Management Group first reported a position in Paramount Global Class B in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Paramount Global Class B position peaked at $5.04K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

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