TFA
PARA

Transamerica Financial Advisors’s Paramount Global Class B PARA Stock Holding History

Transamerica Financial Advisors’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
-2
Closed -$23 – 1606
2025
Q2 		$23 Sell
2
-5
-71% -$59 ﹤0.01% 558
2025
Q1 		$1K Hold
7
– – ﹤0.01% 526
2024
Q4 		$1K Sell
7
-18
-72% -$193 ﹤0.01% 520
2024
Q3 		$1K Sell
25
-2,583
-99% -$28.1K ﹤0.01% 523
2024
Q2 		$28K Hold
2,608
– – ﹤0.01% 291
2024
Q1 		$31K Buy
2,608
+32
+1% +$402 ﹤0.01% 316
2023
Q4 		$39K Sell
2,576
-384
-13% -$5.14K 0.01% 303
2023
Q3 		$39K Buy
2,960
+212
+8% +$3.14K 0.01% 281
2023
Q2 		$44K Sell
2,748
-99
-3% -$1.79K 0.01% 271
2023
Q1 		$64K Buy
2,847
+4
+0.1% +$86 0.01% 278
2022
Q4 		$48K Buy
2,843
+389
+16% +$7.16K 0.01% 283
2022
Q3 		$47K Buy
2,454
+199
+9% +$4.78K 0.01% 277
2022
Q2 		$56K Buy
+2,255
New +$68.7K 0.01% 277

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

Transamerica Financial Advisors's PARA Position: Q3 2025 in Review

Transamerica Financial Advisors sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 2 shares — an estimated $23 sold.

Transamerica Financial Advisors first reported a position in PARA in Q2 2022 and held it in 13 quarters. The position peaked at $64K in Q1 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Transamerica Financial Advisors reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 2 Paramount Global Class B shares in Q3 2025, an estimated $23.
  • Transamerica Financial Advisors first reported a position in Paramount Global Class B in Q2 2022 and held it in 13 quarters.
  • Transamerica Financial Advisors's Paramount Global Class B position peaked at $64K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Transamerica Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.