SPIA
FRMI

Steward Partners Investment Advisory’s Fermi Inc FRMI Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$2.83K Hold
485
– – ﹤0.01% 3946
2025
Q4 		$3.88K Buy
+485
New +$9.46K ﹤0.01% 3770

Other funds holding FRMI

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Goldman Sachs
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Barclays
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
TCA
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Steward Partners Investment Advisory's FRMI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Fermi Inc (FRMI) position steady in Q1 2026 at 485 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3946.

Steward Partners Investment Advisory first reported a position in FRMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.88K in Q4 2025. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Steward Partners Investment Advisory held 485 shares of Fermi Inc worth $2.83K as of Q1 2026.
  • Steward Partners Investment Advisory left its Fermi Inc share count unchanged in Q1 2026.
  • Fermi Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3946 holding.
  • Steward Partners Investment Advisory first reported a position in Fermi Inc in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's Fermi Inc position peaked at $3.88K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.