SSG
PARA

Summit Securities Group’s Paramount Global Class B PARA Stock Holding History

Summit Securities 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
-244,400
Closed -$3.15M – 1274
2025
Q2 		$3.15M Buy
244,400
+236,400
+2,955% +$2.77M 0.61% 32
2025
Q1 		$95.7K Sell
8,000
-52,000
-87% -$581K 0.02% 241
2024
Q4 		$628K Hold
60,000
– – 0.13% 115
2024
Q3 		$637K Sell
60,000
-100,000
-63% -$1.09M 0.17% 82
2024
Q2 		$1.66M Hold
160,000
– – 0.31% 43
2024
Q1 		$1.88M Buy
+160,000
New +$2.01M 0.31% 41
2022
Q1 		– Sell
-50,000
Closed -$1.51M – 1286
2021
Q4 		$1.51M Buy
50,000
+46,500
+1,329% +$1.6M 0.07% 198
2021
Q3 		$13.8M Buy
3,500
+3,000
+600% +$122K 1.08% 13
2021
Q2 		$2.26M Sell
500
-10
-2% -$413 0.19% 121
2021
Q1 		$2.3M Buy
510
+10
+2% +$611 0.25% 81
2020
Q4 		$1.86M Hold
500
– – 0.16% 160
2020
Q3 		$1.4M Hold
500
– – 0.15% 122
2020
Q2 		$1.17M Sell
500
-600
-55% -$11.6K 0.15% 136
2020
Q1 		$1.54M Buy
+1,100
New +$31.5K 0.27% 82
2019
Q4 		– Sell
-882
Closed -$3.56M – 493
2019
Q3 		$3.56M Buy
+882
New +$41.3K 0.32% 56

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 Securities Group's PARA Position: Q3 2025 in Review

Summit Securities Group sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 405 shares — an estimated $5.22K sold.

Summit Securities Group first reported a position in PARA in Q4 2014 and held it in 18 quarters. The position peaked at $13.3M in Q2 2021. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Summit Securities Group reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 405 Paramount Global Class B shares in Q3 2025, an estimated $5.22K.
  • Summit Securities Group first reported a position in Paramount Global Class B in Q4 2014 and held it in 18 quarters.
  • Summit Securities Group's Paramount Global Class B position peaked at $13.3M in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.