IA
FRMI

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
Q2 		$1.98K Sell
216
-85
-28% -$537 ﹤0.01% 4238
2026
Q1 		$1.76K Buy
+301
New +$2.63K ﹤0.01% 4008

Other funds holding FRMI

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

IFP Advisors's FRMI Position: Q2 2026 in Review

IFP Advisors reduced its Fermi Inc (FRMI) stake by 28% in Q2 2026, selling an estimated $537 and leaving 216 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #4238.

IFP Advisors first reported a position in FRMI in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • IFP Advisors held 216 shares of Fermi Inc worth $1.98K as of Q2 2026.
  • IFP Advisors sold 85 Fermi Inc shares in Q2 2026, an estimated $537.
  • Fermi Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4238 holding.
  • IFP Advisors first reported a position in Fermi Inc in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.