Consultiva Wealth Management’s VersaBank VBNK Stock Holding History

Consultiva Wealth Management’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	$302K	Hold	13,000	–	–	0.68%	23
2026 Q1	$184K	Hold	13,000	–	–	0.53%	27
2025 Q4	$195K	Hold	13,000	–	–	0.55%	25
2025 Q3	$159K	Hold	13,000	–	–	0.45%	36
2025 Q2	$148K	Hold	13,000	–	–	0.46%	38
2025 Q1	$135K	Hold	13,000	–	–	0.46%	37
2024 Q4	$180K	Buy	+13,000	New	+$200K	0.9%	17

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

Consultiva Wealth Management's VBNK Position: Q2 2026 in Review

Consultiva Wealth Management held its VersaBank (VBNK) position steady in Q2 2026 at 13,000 shares worth $302K. The position accounts for 0.68% of the portfolio, ranked #23.

Consultiva Wealth Management first reported a position in VBNK in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold VBNK as of Q2 2026.

Consultiva Wealth Management held 13,000 shares of VersaBank worth $302K as of Q2 2026.
Consultiva Wealth Management left its VersaBank share count unchanged in Q2 2026.
VersaBank made up 0.68% of Consultiva Wealth Management's portfolio in Q2 2026, its #23 holding.
Consultiva Wealth Management first reported a position in VersaBank in Q4 2024 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held VersaBank as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.