OWP
FRMI

ORG Wealth Partners’s Fermi Inc FRMI Stock Holding History

ORG Wealth Partners’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 		$10.3M Buy
1,127,998
+1,054,031
+1,425% +$6.66M 1.55% 7
2026
Q1 		$432K Buy
73,967
+55,150
+293% +$483K 0.09% 143
2025
Q4 		$151K Buy
+18,817
New +$367K 0.04% 241

Other funds holding FRMI

Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

ORG Wealth Partners's FRMI Position: Q2 2026 in Review

ORG Wealth Partners increased its Fermi Inc (FRMI) stake by 1,425% in Q2 2026, buying an estimated $6.66M and bringing the position to 1,127,998 shares worth $10.3M. The position accounts for 1.55% of the portfolio, ranked #7.

ORG Wealth Partners first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • ORG Wealth Partners held 1,127,998 shares of Fermi Inc worth $10.3M as of Q2 2026.
  • ORG Wealth Partners bought 1,054,031 Fermi Inc shares in Q2 2026, an estimated $6.66M.
  • Fermi Inc made up 1.55% of ORG Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • ORG Wealth Partners first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.