Superior Planning, LLC’s Fermi Inc FRMI Stock Holding History

Superior Planning, LLC’s Portfolio FRMI Stock Details FRMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.5K	Buy	+355	New	+$2.1K	﹤0.01%	1653

Other funds holding FRMI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Superior Planning, LLC's FRMI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Fermi Inc (FRMI) in Q3 2026: 355 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings.

187 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

Superior Planning, LLC held 355 shares of Fermi Inc worth $1.5K as of Q3 2026.
Fermi Inc was a new Superior Planning, LLC position in Q3 2026.
Fermi Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1653 holding.
187 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.