EWM
FRMI

Evercore Wealth Management’s Fermi Inc FRMI Stock Holding History

Evercore Wealth Management’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
Q1 		$234K Buy
40,000
+25,000
+167% +$219K ﹤0.01% 367
2025
Q4 		$120K Buy
+15,000
New +$293K ﹤0.01% 409

Other funds holding FRMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Evercore Wealth Management's FRMI Position: Q1 2026 in Review

Evercore Wealth Management increased its Fermi Inc (FRMI) stake by 167% in Q1 2026, buying an estimated $219K and bringing the position to 40,000 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Evercore Wealth Management first reported a position in FRMI in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Evercore Wealth Management held 40,000 shares of Fermi Inc worth $234K as of Q1 2026.
  • Evercore Wealth Management bought 25,000 Fermi Inc shares in Q1 2026, an estimated $219K.
  • Fermi Inc made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #367 holding.
  • Evercore Wealth Management first reported a position in Fermi Inc in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.