Summit Trail Advisors’s Fermi Inc FRMI Stock Holding History

Summit Trail Advisors’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	$72.5K	Buy	+12,406	New	+$109K	﹤0.01%	1425

Other funds holding FRMI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Summit Trail Advisors's FRMI Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Fermi Inc (FRMI) in Q1 2026: 12,406 shares worth $72.5K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

Summit Trail Advisors held 12,406 shares of Fermi Inc worth $72.5K as of Q1 2026.
Fermi Inc was a new Summit Trail Advisors position in Q1 2026.
Fermi Inc made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1425 holding.
211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.