Essential Partners
FRMI icon

Essential Partners’s Fermi Inc FRMI Stock Holding History

Essential Partners’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 		$3.17K Buy
752
+523
+228% +$3.1K ﹤0.01% 1733
2026
Q2 		$2.1K Sell
229
-945
-80% -$5.98K ﹤0.01% 1953
2026
Q1 		$6.86K Buy
+1,174
New +$10.3K ﹤0.01% 1428

Other funds holding FRMI

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Essential Partners's FRMI Position: Q3 2026 in Review

Essential Partners increased its Fermi Inc (FRMI) stake by 228% in Q3 2026, buying an estimated $3.1K and bringing the position to 752 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Essential Partners first reported a position in FRMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.86K in Q1 2026. 39 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

  • Essential Partners held 752 shares of Fermi Inc worth $3.17K as of Q3 2026.
  • Essential Partners bought 523 Fermi Inc shares in Q3 2026, an estimated $3.1K.
  • Fermi Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1733 holding.
  • Essential Partners first reported a position in Fermi Inc in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Fermi Inc position peaked at $6.86K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.