PFGIA
IMSR

Patriot Financial Group Insurance Agency’s Terrestrial Energy IMSR Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-18,850
Closed -$209K – 588
2025
Q2 		$209K Buy
+18,850
New +$210K 0.02% 483

Other funds holding IMSR

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Vennlight Capital Management Weston, Connecticut $99M AUM 77.4% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IMSR Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Terrestrial Energy (IMSR) in Q3 2025, closing a stake of 18,850 shares — an estimated $209K sold.

Patriot Financial Group Insurance Agency first reported a position in IMSR in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 66 funds tracked by Wall St. Rank hold IMSR as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Terrestrial Energy position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 18,850 Terrestrial Energy shares in Q3 2025, an estimated $209K.
  • Patriot Financial Group Insurance Agency first reported a position in Terrestrial Energy in Q2 2025 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Terrestrial Energy position peaked at $209K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.