SMH
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Sanders Morris Harris’s Fermi Inc FRMI Stock Holding History

Sanders Morris Harris’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 		$271K Sell
60,000
-3,000
-5% -$17.8K 0.04% 256
2026
Q2 		$577K Sell
63,000
-31,000
-33% -$196K 0.33% 36
2026
Q1 		$549K Buy
+94,000
New +$823K 0.09% 173

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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

Sanders Morris Harris's FRMI Position: Q3 2026 in Review

Sanders Morris Harris reduced its Fermi Inc (FRMI) stake by 4.8% in Q3 2026, selling an estimated $17.8K and leaving 60,000 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #256.

Sanders Morris Harris first reported a position in FRMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $577K in Q2 2026. 14 funds tracked by Wall St. Rank hold FRMI as of Q3 2026.

  • Sanders Morris Harris held 60,000 shares of Fermi Inc worth $271K as of Q3 2026.
  • Sanders Morris Harris sold 3,000 Fermi Inc shares in Q3 2026, an estimated $17.8K.
  • Fermi Inc made up 0.04% of Sanders Morris Harris's portfolio in Q3 2026, its #256 holding.
  • Sanders Morris Harris first reported a position in Fermi Inc in Q1 2026 and has held it in 3 quarters since.
  • Sanders Morris Harris's Fermi Inc position peaked at $577K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Fermi Inc as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.