Root Financial Partners
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Root Financial Partners’s Terrestrial Energy IMSR Stock Holding History

Root Financial Partners’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 		$35 Buy
+9
New +$47 ﹤0.01% 3754
2026
Q2 		– Sell
-50
Closed -$300 – 3366
2026
Q1 		$300 Hold
50
– – ﹤0.01% 3040
2025
Q4 		$306 Buy
+50
New +$668 ﹤0.01% 2262

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Root Financial Partners's IMSR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Terrestrial Energy (IMSR) in Q3 2026: 9 shares worth $35. The stake represents ﹤0.01% of the portfolio and ranks #3754 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IMSR as recently as Q1 2026.

Root Financial Partners first reported a position in IMSR in Q4 2025 and has held it in 3 quarters since. The position peaked at $306 in Q4 2025. 45 funds tracked by Wall St. Rank hold IMSR as of Q3 2026.

  • Root Financial Partners held 9 shares of Terrestrial Energy worth $35 as of Q3 2026.
  • Terrestrial Energy was a new Root Financial Partners position in Q3 2026.
  • Terrestrial Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3754 holding.
  • Root Financial Partners first reported a position in Terrestrial Energy in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Terrestrial Energy position peaked at $306 in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Terrestrial Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.