BC
FRMI

Barrett & Company’s Fermi Inc FRMI Stock Holding History

Barrett & Company’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 		$730 Buy
125
+75
+150% +$657 ﹤0.01% 618
2025
Q4 		$400 Buy
+50
New +$975 ﹤0.01% 646

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

Barrett & Company's FRMI Position: Q1 2026 in Review

Barrett & Company increased its Fermi Inc (FRMI) stake by 150% in Q1 2026, buying an estimated $657 and bringing the position to 125 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Barrett & Company 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.

  • Barrett & Company held 125 shares of Fermi Inc worth $730 as of Q1 2026.
  • Barrett & Company bought 75 Fermi Inc shares in Q1 2026, an estimated $657.
  • Fermi Inc made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #618 holding.
  • Barrett & Company 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 Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.