Holos Integrated Wealth’s Fermi Inc FRMI Stock Holding History

Holos Integrated Wealth’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	$302K	Buy	+100,000	New	+$592K	0.14%	66

Other funds holding FRMI

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Holos Integrated Wealth's FRMI Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in Fermi Inc (FRMI) in Q3 2026: 100,000 shares worth $302K. The stake represents 0.14% of the portfolio and ranks #66 among its holdings.

39 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

Holos Integrated Wealth held 100,000 shares of Fermi Inc worth $302K as of Q3 2026.
Fermi Inc was a new Holos Integrated Wealth position in Q3 2026.
Fermi Inc made up 0.14% of Holos Integrated Wealth's portfolio in Q3 2026, its #66 holding.
39 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.