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EverSource Wealth Advisors’s Perion Network PERI Stock Holding History

EverSource Wealth Advisors’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
2025
Q4 		– Sell
-43
Closed -$413 – 4394
2025
Q3 		$413 Buy
+43
New +$430 ﹤0.01% 3996

Other funds holding PERI

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $127M AUM 12.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

EverSource Wealth Advisors's PERI Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Perion Network (PERI) in Q4 2025, closing a stake of 43 shares — an estimated $413 sold.

EverSource Wealth Advisors first reported a position in PERI in Q3 2025 and held it in 1 quarter. The position peaked at $413 in Q3 2025. 102 funds tracked by Wall St. Rank hold PERI as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Perion Network position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 43 Perion Network shares in Q4 2025, an estimated $413.
  • EverSource Wealth Advisors first reported a position in Perion Network in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Perion Network position peaked at $413 in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Perion Network as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.