Creative Planning’s Fermi Inc FRMI Stock Holding History

Creative Planning’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	$1.23M	Buy	133,883 +104,013	+348%	+$658K	﹤0.01%	2474
2026 Q1	$174K	Buy	29,870 +16,407	+122%	+$144K	﹤0.01%	3776
2025 Q4	$108K	Buy	+13,463	New	+$263K	﹤0.01%	3700

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

Creative Planning's FRMI Position: Q2 2026 in Review

Creative Planning increased its Fermi Inc (FRMI) stake by 348% in Q2 2026, buying an estimated $658K and bringing the position to 133,883 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Creative Planning first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

Creative Planning held 133,883 shares of Fermi Inc worth $1.23M as of Q2 2026.
Creative Planning bought 104,013 Fermi Inc shares in Q2 2026, an estimated $658K.
Fermi Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2474 holding.
Creative Planning first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
295 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.