HT
FRMI

Heritage Trust’s Fermi Inc FRMI Stock Holding History

Heritage Trust’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 		$718K Buy
+78,361
New +$495K 0.06% 199

Other funds holding FRMI

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Heritage Trust's FRMI Position: Q2 2026 in Review

Heritage Trust opened a new position in Fermi Inc (FRMI) in Q2 2026: 78,361 shares worth $718K. The stake represents 0.06% of the portfolio and ranks #199 among its holdings.

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

  • Heritage Trust held 78,361 shares of Fermi Inc worth $718K as of Q2 2026.
  • Fermi Inc was a new Heritage Trust position in Q2 2026.
  • Fermi Inc made up 0.06% of Heritage Trust's portfolio in Q2 2026, its #199 holding.
  • 295 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.