Forum Financial Management’s Fermi Inc FRMI Stock Holding History

Forum Financial 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 Q2	$1.07M	Buy	+117,031	New	+$740K	0.01%	127

Other funds holding FRMI

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Forum Financial Management's FRMI Position: Q2 2026 in Review

Forum Financial Management opened a new position in Fermi Inc (FRMI) in Q2 2026: 117,031 shares worth $1.07M. The stake represents 0.01% of the portfolio and ranks #127 among its holdings.

45 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

Forum Financial Management held 117,031 shares of Fermi Inc worth $1.07M as of Q2 2026.
Fermi Inc was a new Forum Financial Management position in Q2 2026.
Fermi Inc made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #127 holding.
45 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.