Steward Partners Investment Advisory’s Paramount Global Class B PARA Stock Holding History

Steward Partners Investment 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	-80,758	Closed	-$1.04M	–	4353
2025 Q2	$1.04M	Sell	80,758 -3,251	-4%	-$38.1K	0.01%	981
2025 Q1	$1M	Buy	84,009 +1,151	+1%	+$12.9K	0.01%	920
2024 Q4	$867K	Sell	82,858 -6,538	-7%	-$70.3K	0.01%	930
2024 Q3	$949K	Buy	89,396 +3,864	+5%	+$42K	0.01%	876
2024 Q2	$889K	Buy	85,532 +25,073	+41%	+$294K	0.01%	852
2024 Q1	$712K	Sell	60,459 -3,166	-5%	-$39.8K	0.01%	913
2023 Q4	$941K	Sell	63,625 -1,034	-2%	-$13.8K	0.01%	758
2023 Q3	$834K	Sell	64,659 -720	-1%	-$10.7K	0.01%	739
2023 Q2	$1.04M	Sell	65,379 -8,904	-12%	-$161K	0.02%	681
2023 Q1	$1.66M	Sell	74,283 -2,531	-3%	-$54.3K	0.03%	520
2022 Q4	$1.3M	Sell	76,814 -8,232	-10%	-$151K	0.02%	582
2022 Q3	$1.62M	Sell	85,046 -3,753	-4%	-$90.1K	0.03%	490
2022 Q2	$2.19M	Sell	88,799 -1,230	-1%	-$37.5K	0.04%	410
2022 Q1	$3.4M	Buy	90,029 +21,970	+32%	+$748K	0.05%	343
2021 Q4	$2.05M	Sell	68,059 -586	-0.9%	-$20.2K	0.03%	490
2021 Q3	$2.71M	Sell	68,645 -14,299	-17%	-$583K	0.05%	377
2021 Q2	$3.75M	Buy	82,944 +30,118	+57%	+$1.24M	0.06%	304
2021 Q1	$2.38M	Buy	52,826 +18,313	+53%	+$1.12M	0.04%	390
2020 Q4	$1.29M	Sell	34,513 -1,919	-5%	-$61.6K	0.03%	482
2020 Q3	$1.02M	Buy	36,432 +4,620	+15%	+$124K	0.03%	480
2020 Q2	$742K	Sell	31,812 -25,826	-45%	-$498K	0.02%	529
2020 Q1	$807K	Sell	57,638 -8,649	-13%	-$248K	0.03%	435
2019 Q4	$2.78M	Buy	66,287 +40,189	+154%	+$1.56M	0.08%	250
2019 Q3	$1.05M	Sell	26,098 -247	-0.9%	-$11.6K	0.04%	394
2019 Q2	$1.31M	Sell	26,345 -1,438	-5%	-$71.2K	0.05%	332
2019 Q1	$1.32M	Sell	27,783 -321	-1%	-$15.6K	0.06%	308
2018 Q4	$1.23M	Buy	28,104 +2,422	+9%	+$129K	0.06%	300
2018 Q3	$1.48M	Buy	25,682 +1,304	+5%	+$72K	0.07%	271
2018 Q2	$1.37M	Buy	24,378 +71	+0.3%	+$3.71K	0.08%	243
2018 Q1	$1.25M	Sell	24,307 -513	-2%	-$28.2K	0.09%	235
2017 Q4	$1.46M	Sell	24,820 -512	-2%	-$29.4K	0.11%	195
2017 Q3	$1.47M	Sell	25,332 -458	-2%	-$28.9K	0.15%	144
2017 Q2	$1.64M	Sell	25,790 -934	-3%	-$59.8K	0.18%	125
2017 Q1	$1.85M	Buy	26,724 +3,404	+15%	+$223K	0.28%	83
2016 Q4	$1.48M	Buy	+23,320	New	+$1.38M	0.68%	30

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Steward Partners Investment Advisory's PARA Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 80,758 shares — an estimated $1.04M sold.

Steward Partners Investment Advisory first reported a position in PARA in Q4 2016 and held it in 35 quarters. The position peaked at $3.75M in Q2 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 80,758 Paramount Global Class B shares in Q3 2025, an estimated $1.04M.
Steward Partners Investment Advisory first reported a position in Paramount Global Class B in Q4 2016 and held it in 35 quarters.
Steward Partners Investment Advisory's Paramount Global Class B position peaked at $3.75M in Q2 2021.
8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.