ELI
FRMI

Empire Life Investments’s Fermi Inc FRMI Stock Holding History

Empire Life Investments’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 		$7.59M Sell
829,135
-37,476
-4% -$237K 0.42% 63
2026
Q1 		$4.65M Buy
866,611
+165,189
+24% +$1.45M 0.28% 67
2025
Q4 		$5.61M Buy
+701,422
New +$13.7M 0.32% 66

Other funds holding FRMI

OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empire Life Investments's FRMI Position: Q2 2026 in Review

Empire Life Investments reduced its Fermi Inc (FRMI) stake by 4.3% in Q2 2026, selling an estimated $237K and leaving 829,135 shares worth $7.59M. The position accounts for 0.42% of the portfolio, ranked #63.

Empire Life Investments first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • Empire Life Investments held 829,135 shares of Fermi Inc worth $7.59M as of Q2 2026.
  • Empire Life Investments sold 37,476 Fermi Inc shares in Q2 2026, an estimated $237K.
  • Fermi Inc made up 0.42% of Empire Life Investments's portfolio in Q2 2026, its #63 holding.
  • Empire Life Investments first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.