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Equitable Trust’s Perion Network PERI Stock Holding History

Equitable Trust’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
Q3 		$2.25M Sell
258,585
-11,620
-4% -$109K 0.09% 157
2026
Q2 		$2.62M Buy
270,205
+131,325
+95% +$1.25M 0.11% 141
2026
Q1 		$1.39M Buy
138,880
+36,485
+36% +$330K 0.06% 191
2025
Q4 		$981K Buy
102,395
+1,500
+1% +$14.6K 0.04% 232
2025
Q3 		$969K Buy
100,895
+2,215
+2% +$22.2K 0.04% 233
2025
Q2 		$1M Buy
98,680
+10,780
+12% +$103K 0.05% 228
2025
Q1 		$716K Buy
87,900
+22,280
+34% +$195K 0.04% 262
2024
Q4 		$556K Sell
65,620
-150
-0.2% -$1.26K 0.03% 299
2024
Q3 		$518K Buy
65,770
+10,535
+19% +$88.3K 0.03% 310
2024
Q2 		$461K Buy
55,235
+18,806
+52% +$228K 0.03% 312
2024
Q1 		$819K Hold
36,429
– – 0.06% 228
2023
Q4 		$1.12M Buy
36,429
+3,350
+10% +$95.2K 0.08% 162
2023
Q3 		$1.01M Hold
33,079
– – 0.08% 164
2023
Q2 		$1.01M Sell
33,079
-620
-2% -$21.3K 0.08% 166
2023
Q1 		$1.33M Sell
33,699
-18,655
-36% -$621K 0.11% 146
2022
Q4 		$1.32M Hold
52,354
– – 0.1% 155
2022
Q3 		$1.01M Hold
52,354
– – 0.08% 167
2022
Q2 		$952K Hold
52,354
– – 0.07% 185
2022
Q1 		$1.18M Hold
52,354
– – 0.08% 161
2021
Q4 		$1.26M Buy
52,354
+95
+0.2% +$2.32K 0.08% 158
2021
Q3 		$906K Sell
52,259
-3,310
-6% -$63.1K 0.06% 188
2021
Q2 		$1.19M Hold
55,569
– – 0.08% 177
2021
Q1 		$995K Sell
55,569
-71,720
-56% -$1.3M 0.07% 180
2020
Q4 		$1.62M Sell
127,289
-17,160
-12% -$152K 0.12% 141
2020
Q3 		$1.01M Sell
144,449
-14,975
-9% -$89.5K 0.09% 163
2020
Q2 		$834K Buy
159,424
+37,925
+31% +$194K 0.08% 167
2020
Q1 		$594K Buy
121,499
+99,339
+448% +$713K 0.07% 191
2019
Q4 		$138K Buy
+22,160
New +$117K 0.01% 283

Other funds holding PERI

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Equitable Trust's PERI Position: Q3 2026 in Review

Equitable Trust reduced its Perion Network (PERI) stake by 4.3% in Q3 2026, selling an estimated $109K and leaving 258,585 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #157.

Equitable Trust first reported a position in PERI in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.62M in Q2 2026. 7 funds tracked by Wall St. Rank hold PERI as of Q3 2026.

  • Equitable Trust held 258,585 shares of Perion Network worth $2.25M as of Q3 2026.
  • Equitable Trust sold 11,620 Perion Network shares in Q3 2026, an estimated $109K.
  • Perion Network made up 0.09% of Equitable Trust's portfolio in Q3 2026, its #157 holding.
  • Equitable Trust first reported a position in Perion Network in Q4 2019 and has held it in 28 quarters since.
  • Equitable Trust's Perion Network position peaked at $2.62M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Perion Network as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.