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Independent Financial Group’s Fermi Inc FRMI Stock Holding History

Independent Financial Group’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 		$85.3K Buy
+20,250
New +$120K ﹤0.01% 1556

Other funds holding FRMI

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Independent Financial Group's FRMI Position: Q3 2026 in Review

Independent Financial Group opened a new position in Fermi Inc (FRMI) in Q3 2026: 20,250 shares worth $85.3K. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings.

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

  • Independent Financial Group held 20,250 shares of Fermi Inc worth $85.3K as of Q3 2026.
  • Fermi Inc was a new Independent Financial Group position in Q3 2026.
  • Fermi Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1556 holding.
  • 13 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.