DFC
IMSR

DB Fitzpatrick & Co’s Terrestrial Energy IMSR Stock Holding History

DB Fitzpatrick & Co’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$901 – 111
2026
Q1 		$901 Buy
150
+80
+114% +$634 ﹤0.01% 94
2025
Q4 		$428 Buy
+70
New +$936 ﹤0.01% 95

Other funds holding IMSR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

DB Fitzpatrick & Co's IMSR Position: Q2 2026 in Review

DB Fitzpatrick & Co sold out of Terrestrial Energy (IMSR) in Q2 2026, closing a stake of 150 shares — an estimated $901 sold.

DB Fitzpatrick & Co first reported a position in IMSR in Q4 2025 and held it in 2 quarters. The position peaked at $901 in Q1 2026. 12 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

  • DB Fitzpatrick & Co reported no remaining Terrestrial Energy position as of Q2 2026 after selling out during the quarter.
  • DB Fitzpatrick & Co sold 150 Terrestrial Energy shares in Q2 2026, an estimated $901.
  • DB Fitzpatrick & Co first reported a position in Terrestrial Energy in Q4 2025 and held it in 2 quarters.
  • DB Fitzpatrick & Co's Terrestrial Energy position peaked at $901 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.