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Independent Financial Group’s Perion Network PERI Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-12,465
Closed -$119K – 1508
2025
Q4 		$119K Sell
12,465
-410
-3% -$3.98K ﹤0.01% 1374
2025
Q3 		$124K Sell
12,875
-7,600
-37% -$76.1K ﹤0.01% 1325
2025
Q2 		$209K Sell
20,475
-425
-2% -$4.06K 0.01% 1208
2025
Q1 		$170K Sell
20,900
-2,100
-9% -$18.3K 0.01% 1131
2024
Q4 		$197K Hold
23,000
– – 0.01% 1105
2024
Q3 		$181K Buy
23,000
+3,775
+20% +$31.6K 0.01% 1084
2024
Q2 		$161K Buy
19,225
+275
+1% +$3.34K 0.01% 1036
2024
Q1 		$426K Buy
18,950
+3,600
+23% +$91.7K 0.02% 639
2023
Q4 		$474K Sell
15,350
-1,455
-9% -$41.3K 0.03% 563
2023
Q3 		$515K Sell
16,805
-1,275
-7% -$42.8K 0.03% 485
2023
Q2 		$555K Buy
18,080
+755
+4% +$25.9K 0.04% 456
2023
Q1 		$686K Buy
17,325
+1,725
+11% +$57.4K 0.05% 379
2022
Q4 		$395K Sell
15,600
-850
-5% -$20.7K 0.03% 489
2022
Q3 		$317K Buy
16,450
+950
+6% +$19.1K 0.03% 523
2022
Q2 		$282K Hold
15,500
– – 0.03% 521
2022
Q1 		$349K Buy
15,500
+3,200
+26% +$68.2K 0.03% 546
2021
Q4 		$296K Buy
+12,300
New +$300K 0.02% 600
2021
Q3 		– Sell
-9,500
Closed -$203K – 745
2021
Q2 		$203K Sell
9,500
-500
-5% -$8.45K 0.02% 665
2021
Q1 		$179K Hold
10,000
– – 0.02% 608
2020
Q4 		$127K Hold
10,000
– – 0.02% 540
2020
Q3 		$69.8K Buy
+10,000
New +$59.7K 0.01% 496

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Independent Financial Group's PERI Position: Q1 2026 in Review

Independent Financial Group sold out of Perion Network (PERI) in Q1 2026, closing a stake of 12,465 shares — an estimated $119K sold.

Independent Financial Group first reported a position in PERI in Q3 2020 and held it in 21 quarters. The position peaked at $686K in Q1 2023. 96 funds tracked by Wall St. Rank hold PERI as of Q1 2026.

  • Independent Financial Group reported no remaining Perion Network position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 12,465 Perion Network shares in Q1 2026, an estimated $119K.
  • Independent Financial Group first reported a position in Perion Network in Q3 2020 and held it in 21 quarters.
  • Independent Financial Group's Perion Network position peaked at $686K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held Perion Network as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.