Stifel Financial
FRMI

Stifel Financial’s Fermi Inc FRMI Stock Holding History

Stifel Financial’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 		$6.51M Buy
1,114,787
+1,053,917
+1,731% +$9.23M 0.01% 1192
2025
Q4 		$487K Buy
+60,870
New +$1.19M ﹤0.01% 2877

Other funds holding FRMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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

Stifel Financial's FRMI Position: Q1 2026 in Review

Stifel Financial increased its Fermi Inc (FRMI) stake by 1,731% in Q1 2026, buying an estimated $9.23M and bringing the position to 1,114,787 shares worth $6.51M. The position accounts for 0.01% of the portfolio, ranked #1192.

Stifel Financial first reported a position in FRMI in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Stifel Financial held 1,114,787 shares of Fermi Inc worth $6.51M as of Q1 2026.
  • Stifel Financial bought 1,053,917 Fermi Inc shares in Q1 2026, an estimated $9.23M.
  • Fermi Inc made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1192 holding.
  • Stifel Financial first reported a position in Fermi Inc in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.