WOSD
PARA

WFA of San Diego’s Paramount Global Class B PARA Stock Holding History

WFA of San Diego’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
-87
Closed -$1.12K – 430
2025
Q2 		$1.12K Buy
+87
New +$1.02K ﹤0.01% 411
2024
Q3 		$924 Hold
87
– – ﹤0.01% 391
2024
Q2 		$904 Buy
+87
New +$1.02K ﹤0.01% 390
2023
Q3 		$34.1K Buy
2,646
+2,286
+635% +$33.9K 0.04% 201
2023
Q2 		$5.73K Buy
+360
New +$6.5K 0.01% 301
2023
Q1 		– Sell
-346
Closed -$5.84K – 311
2022
Q4 		$5.84K Buy
+346
New +$6.37K ﹤0.01% 395
2022
Q3 		– Sell
-346
Closed -$9K – 303
2022
Q2 		$9K Buy
+346
New +$10.5K 0.01% 282

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
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 $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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WFA of San Diego's PARA Position: Q3 2025 in Review

WFA of San Diego sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 87 shares — an estimated $1.12K sold.

WFA of San Diego first reported a position in PARA in Q2 2022 and held it in 7 quarters. The position peaked at $34.1K in Q3 2023. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • WFA of San Diego reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • WFA of San Diego sold 87 Paramount Global Class B shares in Q3 2025, an estimated $1.12K.
  • WFA of San Diego first reported a position in Paramount Global Class B in Q2 2022 and held it in 7 quarters.
  • WFA of San Diego's Paramount Global Class B position peaked at $34.1K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.