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Allworth Financial’s Perion Network PERI Stock Holding History

Allworth Financial’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$100 – 5338
2026
Q1 		$100 Buy
+10
New +$91 ﹤0.01% 5009
2024
Q4 		– Sell
-614
Closed -$4.84K – 4022
2024
Q3 		$4.84K Sell
614
-5,421
-90% -$45.4K ﹤0.01% 2578
2024
Q2 		$50.2K Sell
6,035
-21,183
-78% -$257K ﹤0.01% 1389
2024
Q1 		$612K Sell
27,218
-33,458
-55% -$852K ﹤0.01% 504
2023
Q4 		$1.87M Buy
60,676
+464
+0.8% +$13.2K 0.01% 315
2023
Q3 		$1.84M Buy
60,212
+23,820
+65% +$799K 0.02% 283
2023
Q2 		$1.12M Buy
+36,392
New +$1.25M 0.01% 368
2021
Q1 		– Sell
-3
Closed – – 1591
2020
Q4 		$0 Buy
+3
New +$27 ﹤0.01% 1420

Other funds holding PERI

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $162M AUM 2.31% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Allworth Financial's PERI Position: Q2 2026 in Review

Allworth Financial sold out of Perion Network (PERI) in Q2 2026, closing a stake of 10 shares — an estimated $100 sold.

Allworth Financial first reported a position in PERI in Q4 2020 and held it in 8 quarters. The position peaked at $1.87M in Q4 2023. 94 funds tracked by Wall St. Rank hold PERI as of Q2 2026.

  • Allworth Financial reported no remaining Perion Network position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 10 Perion Network shares in Q2 2026, an estimated $100.
  • Allworth Financial first reported a position in Perion Network in Q4 2020 and held it in 8 quarters.
  • Allworth Financial's Perion Network position peaked at $1.87M in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Perion Network as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.