Root Financial Partners
FRMI icon

Root Financial Partners’s Fermi Inc FRMI Stock Holding History

Root Financial 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
Q3 		$3.89K Buy
+925
New +$5.48K ﹤0.01% 2323
2026
Q2 		– Sell
-10
Closed -$58 – 3455
2026
Q1 		$58 Hold
10
– – ﹤0.01% 3362
2025
Q4 		$80 Buy
+10
New +$195 ﹤0.01% 2346

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Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Burford Brothers
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Root Financial Partners's FRMI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fermi Inc (FRMI) in Q3 2026: 925 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #2323 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FRMI as recently as Q1 2026.

Root Financial Partners first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

  • Root Financial Partners held 925 shares of Fermi Inc worth $3.89K as of Q3 2026.
  • Fermi Inc was a new Root Financial Partners position in Q3 2026.
  • Fermi Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2323 holding.
  • Root Financial Partners first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.