RFP
IMSR

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
Q2 		– Sell
-50
Closed -$300 – 3366
2026
Q1 		$300 Hold
50
– – ﹤0.01% 3040
2025
Q4 		$306 Buy
+50
New +$668 ﹤0.01% 2262

Other funds holding IMSR

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ETC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Root Financial Partners's IMSR Position: Q2 2026 in Review

Root Financial Partners sold out of Terrestrial Energy (IMSR) in Q2 2026, closing a stake of 50 shares — an estimated $300 sold.

Root Financial Partners first reported a position in IMSR in Q4 2025 and held it in 2 quarters. The position peaked at $306 in Q4 2025. 107 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

  • Root Financial Partners reported no remaining Terrestrial Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 50 Terrestrial Energy shares in Q2 2026, an estimated $300.
  • Root Financial Partners first reported a position in Terrestrial Energy in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Terrestrial Energy position peaked at $306 in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.