Action Point Financial Planning’s VersaBank VBNK Stock Holding History

Action Point Financial Planning’s Portfolio VBNK Stock Details VBNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Buy	+534	New	+$9.64K	﹤0.01%	1365

Other funds holding VBNK

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Action Point Financial Planning's VBNK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VersaBank (VBNK) in Q2 2026: 534 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings.

53 funds tracked by Wall St. Rank hold VBNK as of Q2 2026.

Action Point Financial Planning held 534 shares of VersaBank worth $12.4K as of Q2 2026.
VersaBank was a new Action Point Financial Planning position in Q2 2026.
VersaBank made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1365 holding.
53 funds tracked by Wall St. Rank held VersaBank as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.