WT
PARA

Whittier Trust’s Paramount Global Class B PARA Stock Holding History

Whittier Trust’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
-627
Closed -$8.09K – 1548
2025
Q2 		$8.09K Hold
627
– – ﹤0.01% 1267
2025
Q1 		$7.5K Sell
627
-225
-26% -$2.52K ﹤0.01% 1261
2024
Q4 		$8.91K Sell
852
-405
-32% -$4.35K ﹤0.01% 1265
2024
Q3 		$13.3K Hold
1,257
– – ﹤0.01% 1214
2024
Q2 		$13.1K Hold
1,257
– – ﹤0.01% 1199
2024
Q1 		$14.8K Hold
1,257
– – ﹤0.01% 1198
2023
Q4 		$18.6K Sell
1,257
-4
-0.3% -$54 ﹤0.01% 1113
2023
Q3 		$16.3K Buy
1,261
+4
+0.3% +$59 ﹤0.01% 1162
2023
Q2 		$20K Hold
1,257
– – ﹤0.01% 1127
2023
Q1 		$28K Hold
1,257
– – ﹤0.01% 1082
2022
Q4 		$21.2K Sell
1,257
-1,992
-61% -$36.6K ﹤0.01% 1134
2022
Q3 		$62K Sell
3,249
-1,200
-27% -$28.8K ﹤0.01% 929
2022
Q2 		$109K Sell
4,449
-500
-10% -$15.2K ﹤0.01% 769
2022
Q1 		$187K Buy
4,949
+2,500
+102% +$85.1K ﹤0.01% 687
2021
Q4 		$74K Buy
2,449
+627
+34% +$21.6K ﹤0.01% 892
2021
Q3 		$72K Sell
1,822
-865
-32% -$35.2K ﹤0.01% 853
2021
Q2 		$122K Hold
2,687
– – ﹤0.01% 749
2021
Q1 		$121K Hold
2,687
– – ﹤0.01% 740
2020
Q4 		$100K Sell
2,687
-166
-6% -$5.33K ﹤0.01% 715
2020
Q3 		$80K Buy
2,853
+722
+34% +$19.3K ﹤0.01% 744
2020
Q2 		$50K Sell
2,131
-922
-30% -$17.8K ﹤0.01% 801
2020
Q1 		$43K Sell
3,053
-29
-0.9% -$831 ﹤0.01% 845
2019
Q4 		$129K Buy
3,082
+469
+18% +$18.2K ﹤0.01% 644
2019
Q3 		$105K Sell
2,613
-1,000
-28% -$46.8K ﹤0.01% 684
2019
Q2 		$180K Hold
3,613
– – 0.01% 550
2019
Q1 		$172K Buy
3,613
+1,000
+38% +$48.7K 0.01% 554
2018
Q4 		$114K Sell
2,613
-1,500
-36% -$79.7K ﹤0.01% 610
2018
Q3 		$236K Hold
4,113
– – 0.01% 482
2018
Q2 		$231K Hold
4,113
– – 0.01% 484
2018
Q1 		$211K Sell
4,113
-482
-10% -$26.5K 0.01% 507
2017
Q4 		$271K Buy
4,595
+249
+6% +$14.3K 0.01% 457
2017
Q3 		$252K Hold
4,346
– – 0.01% 453
2017
Q2 		$277K Hold
4,346
– – 0.01% 418
2017
Q1 		$301K Sell
4,346
-350
-7% -$23K 0.01% 409
2016
Q4 		$298K Hold
4,696
– – 0.01% 410
2016
Q3 		$257K Buy
4,696
+1,850
+65% +$98.2K 0.01% 429
2016
Q2 		$155K Hold
2,846
– – 0.01% 496
2016
Q1 		$157K Sell
2,846
-1,280
-31% -$62.3K 0.01% 493
2015
Q4 		$195K Buy
4,126
+552
+15% +$25.9K 0.01% 467
2015
Q3 		$143K Buy
3,574
+1,197
+50% +$58.1K 0.01% 505
2015
Q2 		$132K Sell
2,377
-806
-25% -$48.7K 0.01% 544
2015
Q1 		$192K Buy
3,183
+667
+27% +$39K 0.01% 471
2014
Q4 		$140K Buy
2,516
+34
+1% +$1.81K 0.01% 492
2014
Q3 		$133K Sell
2,482
-5,716
-70% -$337K 0.01% 488
2014
Q2 		$510K Buy
8,198
+29
+0.4% +$1.73K 0.03% 326
2014
Q1 		$504K Hold
8,169
– – 0.03% 321
2013
Q4 		$521K Sell
8,169
-4,222
-34% -$248K 0.03% 315
2013
Q3 		$683K Hold
12,391
– – 0.04% 288
2013
Q2 		$605K Buy
+12,391
New +$566K 0.03% 295

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

Whittier Trust's PARA Position: Q3 2025 in Review

Whittier Trust sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 627 shares — an estimated $8.09K sold.

Whittier Trust first reported a position in PARA in Q2 2013 and held it in 49 quarters. The position peaked at $683K in Q3 2013. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Whittier Trust reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 627 Paramount Global Class B shares in Q3 2025, an estimated $8.09K.
  • Whittier Trust first reported a position in Paramount Global Class B in Q2 2013 and held it in 49 quarters.
  • Whittier Trust's Paramount Global Class B position peaked at $683K in Q3 2013.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.