EWA
FRMI

EverSource Wealth Advisors’s Fermi Inc FRMI Stock Holding History

EverSource Wealth Advisors’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 		$10.4K Buy
1,133
+427
+60% +$2.7K ﹤0.01% 2891
2026
Q1 		$4.12K Sell
706
-803
-53% -$7.03K ﹤0.01% 3349
2025
Q4 		$12.1K Buy
+1,509
New +$29.4K ﹤0.01% 2704

Other funds holding FRMI

OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

EverSource Wealth Advisors's FRMI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Fermi Inc (FRMI) stake by 60% in Q2 2026, buying an estimated $2.7K and bringing the position to 1,133 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

EverSource Wealth Advisors first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.1K in Q4 2025. 59 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • EverSource Wealth Advisors held 1,133 shares of Fermi Inc worth $10.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 427 Fermi Inc shares in Q2 2026, an estimated $2.7K.
  • Fermi Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2891 holding.
  • EverSource Wealth Advisors first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Fermi Inc position peaked at $12.1K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.