Clearstead Trust’s Fermi Inc FRMI Stock Holding History

Clearstead Trust’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 Q2	–	Sell	-214	Closed	-$1.25K	–	1035
2026 Q1	$1.25K	Buy	+214	New	+$1.87K	﹤0.01%	922

Other funds holding FRMI

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Clearstead Trust's FRMI Position: Q2 2026 in Review

Clearstead Trust sold out of Fermi Inc (FRMI) in Q2 2026, closing a stake of 214 shares — an estimated $1.25K sold.

Clearstead Trust first reported a position in FRMI in Q1 2026 and held it in 1 quarter. The position peaked at $1.25K in Q1 2026. 295 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

Clearstead Trust reported no remaining Fermi Inc position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 214 Fermi Inc shares in Q2 2026, an estimated $1.25K.
Clearstead Trust first reported a position in Fermi Inc in Q1 2026 and held it in 1 quarter.
Clearstead Trust's Fermi Inc position peaked at $1.25K in Q1 2026.
295 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.