SGI
PARA

Summit Global Investments’s Paramount Global Class B PARA Stock Holding History

Summit Global Investments’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
-41,352
Closed -$533K – 531
2025
Q2 		$533K Buy
+41,352
New +$484K 0.03% 292
2019
Q4 		– Sell
-30,298
Closed -$1.22M – 296
2019
Q3 		$1.22M Buy
30,298
+4,800
+19% +$225K 0.14% 112
2019
Q2 		$1.27M Buy
+25,498
New +$1.26M 0.16% 107

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

Summit Global Investments's PARA Position: Q3 2025 in Review

Summit Global Investments sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 41,352 shares — an estimated $533K sold.

Summit Global Investments first reported a position in PARA in Q2 2019 and held it in 3 quarters. The position peaked at $1.27M in Q2 2019. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Summit Global Investments reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 41,352 Paramount Global Class B shares in Q3 2025, an estimated $533K.
  • Summit Global Investments first reported a position in Paramount Global Class B in Q2 2019 and held it in 3 quarters.
  • Summit Global Investments's Paramount Global Class B position peaked at $1.27M in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.