Blue Trust Inc
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Blue Trust Inc’s Fermi Inc FRMI Stock Holding History

Blue Trust Inc’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 		$22.4K Hold
5,325
– – ﹤0.01% 1476
2026
Q2 		$48.8K Buy
+5,325
New +$33.7K ﹤0.01% 1360

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Blue Trust Inc's FRMI Position: Q3 2026 in Review

Blue Trust Inc held its Fermi Inc (FRMI) position steady in Q3 2026 at 5,325 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Blue Trust Inc first reported a position in FRMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $48.8K in Q2 2026. 158 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

  • Blue Trust Inc held 5,325 shares of Fermi Inc worth $22.4K as of Q3 2026.
  • Blue Trust Inc left its Fermi Inc share count unchanged in Q3 2026.
  • Fermi Inc made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1476 holding.
  • Blue Trust Inc first reported a position in Fermi Inc in Q2 2026 and has held it in 2 quarters since.
  • Blue Trust Inc's Fermi Inc position peaked at $48.8K in Q2 2026.
  • 158 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.