Farther Finance Advisors’s Terrestrial Energy IMSR Stock Holding History

Farther Finance Advisors’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 Q3	$1.52K	Buy	391 +90	+30%	+$468	﹤0.01%	5475
2026 Q2	$2.13K	Buy	301 +53	+21%	+$392	﹤0.01%	5149
2026 Q1	$1.52K	Hold	248	–	–	﹤0.01%	4994
2025 Q4	$1.51K	Buy	+248	New	+$3.31K	﹤0.01%	4790

Other funds holding IMSR

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors's IMSR Position: Q3 2026 in Review

Farther Finance Advisors increased its Terrestrial Energy (IMSR) stake by 30% in Q3 2026, buying an estimated $468 and bringing the position to 391 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #5475.

Farther Finance Advisors first reported a position in IMSR in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.13K in Q2 2026. 6 funds tracked by Wall St. Rank hold IMSR as of Q3 2026.

Farther Finance Advisors held 391 shares of Terrestrial Energy worth $1.52K as of Q3 2026.
Farther Finance Advisors bought 90 Terrestrial Energy shares in Q3 2026, an estimated $468.
Terrestrial Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5475 holding.
Farther Finance Advisors first reported a position in Terrestrial Energy in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Terrestrial Energy position peaked at $2.13K in Q2 2026.
6 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.