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CX Institutional’s Fermi Inc FRMI Stock Holding History

CX Institutional’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 		$1K Hold
200
– – ﹤0.01% 1668
2026
Q2 		$2K Hold
200
– – ﹤0.01% 1496
2026
Q1 		$1K Hold
200
– – ﹤0.01% 1547
2025
Q4 		$2K Buy
+200
New +$3.9K ﹤0.01% 1414

Other funds holding FRMI

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

CX Institutional's FRMI Position: Q3 2026 in Review

CX Institutional held its Fermi Inc (FRMI) position steady in Q3 2026 at 200 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

CX Institutional first reported a position in FRMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2K in Q2 2026. 13 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

  • CX Institutional held 200 shares of Fermi Inc worth $1K as of Q3 2026.
  • CX Institutional left its Fermi Inc share count unchanged in Q3 2026.
  • Fermi Inc made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1668 holding.
  • CX Institutional first reported a position in Fermi Inc in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Fermi Inc position peaked at $2K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.