IFP Advisors’s Fermi Inc FRMI Stock Holding History

IFP Advisors’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	–	Sell	-216	Closed	-$1.98K	–	5436
2026 Q2	$1.98K	Sell	216 -85	-28%	-$537	﹤0.01%	4238
2026 Q1	$1.76K	Buy	+301	New	+$2.64K	﹤0.01%	4008

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

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

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

IFP Advisors's FRMI Position: Q3 2026 in Review

IFP Advisors sold out of Fermi Inc (FRMI) in Q3 2026, closing a stake of 216 shares — an estimated $1.98K sold.

IFP Advisors first reported a position in FRMI in Q1 2026 and held it in 2 quarters. The position peaked at $1.98K in Q2 2026. 39 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

IFP Advisors reported no remaining Fermi Inc position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 216 Fermi Inc shares in Q3 2026, an estimated $1.98K.
IFP Advisors first reported a position in Fermi Inc in Q1 2026 and held it in 2 quarters.
IFP Advisors's Fermi Inc position peaked at $1.98K in Q2 2026.
39 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.