Financial Management Professionals
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Financial Management Professionals’s Fermi Inc FRMI Stock Holding History

Financial Management Professionals’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 		$57.5K Buy
13,650
+2,250
+20% +$13.3K 0.01% 271
2026
Q2 		$104K Buy
+11,400
New +$72.1K 0.01% 220

Other funds holding FRMI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Financial Management Professionals's FRMI Position: Q3 2026 in Review

Financial Management Professionals increased its Fermi Inc (FRMI) stake by 20% in Q3 2026, buying an estimated $13.3K and bringing the position to 13,650 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #271.

Financial Management Professionals first reported a position in FRMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $104K in Q2 2026. 137 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

  • Financial Management Professionals held 13,650 shares of Fermi Inc worth $57.5K as of Q3 2026.
  • Financial Management Professionals bought 2,250 Fermi Inc shares in Q3 2026, an estimated $13.3K.
  • Fermi Inc made up 0.01% of Financial Management Professionals's portfolio in Q3 2026, its #271 holding.
  • Financial Management Professionals first reported a position in Fermi Inc in Q2 2026 and has held it in 2 quarters since.
  • Financial Management Professionals's Fermi Inc position peaked at $104K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.