AF
FRMI

Allworth Financial’s Fermi Inc FRMI Stock Holding History

Allworth Financial’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
Q1 		$7.52K Buy
1,287
+570
+79% +$4.99K ﹤0.01% 3700
2025
Q4 		$5.74K Buy
+717
New +$14K ﹤0.01% 3624

Other funds holding FRMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Allworth Financial's FRMI Position: Q1 2026 in Review

Allworth Financial increased its Fermi Inc (FRMI) stake by 79% in Q1 2026, buying an estimated $4.99K and bringing the position to 1,287 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

Allworth Financial first reported a position in FRMI in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Allworth Financial held 1,287 shares of Fermi Inc worth $7.52K as of Q1 2026.
  • Allworth Financial bought 570 Fermi Inc shares in Q1 2026, an estimated $4.99K.
  • Fermi Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3700 holding.
  • Allworth Financial first reported a position in Fermi Inc in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.