IA
VBNK

IFP Advisors’s VersaBank VBNK Stock Holding History

IFP Advisors’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
2024
Q3 		– Sell
-1,387
Closed -$14.9K – 3445
2024
Q2 		$14.9K Sell
1,387
-11
-0.8% -$111 ﹤0.01% 2192
2024
Q1 		$14.8K Buy
+1,398
New +$15.5K ﹤0.01% 2103

Other funds holding VBNK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

IFP Advisors's VBNK Position: Q3 2024 in Review

IFP Advisors sold out of VersaBank (VBNK) in Q3 2024, closing a stake of 1,387 shares — an estimated $14.9K sold.

IFP Advisors first reported a position in VBNK in Q1 2024 and held it in 2 quarters. The position peaked at $14.9K in Q2 2024. 29 funds tracked by Wall St. Rank hold VBNK as of Q3 2024.

  • IFP Advisors reported no remaining VersaBank position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 1,387 VersaBank shares in Q3 2024, an estimated $14.9K.
  • IFP Advisors first reported a position in VersaBank in Q1 2024 and held it in 2 quarters.
  • IFP Advisors's VersaBank position peaked at $14.9K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held VersaBank as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.