FA
TOI icon

Fermata Advisors’s The Oncology Institute TOI Stock Holding History

Fermata Advisors’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.5K Buy
+12,800
New +$53.8K 0.01% 273

Other funds holding TOI

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fermata Advisors's TOI Position: Q2 2026 in Review

Fermata Advisors opened a new position in The Oncology Institute (TOI) in Q2 2026: 12,800 shares worth $69.5K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings.

4 funds tracked by Wall St. Rank hold TOI as of Q2 2026.

  • Fermata Advisors held 12,800 shares of The Oncology Institute worth $69.5K as of Q2 2026.
  • The Oncology Institute was a new Fermata Advisors position in Q2 2026.
  • The Oncology Institute made up 0.01% of Fermata Advisors's portfolio in Q2 2026, its #273 holding.
  • 4 funds tracked by Wall St. Rank held The Oncology Institute as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.