Venturi Wealth Management’s Fermi Inc FRMI Stock Holding History

Venturi Wealth Management’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 Q2	$686K	Buy	+74,869	New	+$473K	0.03%	305

Other funds holding FRMI

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Venturi Wealth Management's FRMI Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Fermi Inc (FRMI) in Q2 2026: 74,869 shares worth $686K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

30 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

Venturi Wealth Management held 74,869 shares of Fermi Inc worth $686K as of Q2 2026.
Fermi Inc was a new Venturi Wealth Management position in Q2 2026.
Fermi Inc made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #305 holding.
30 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.