MSFP
VBNK

Mark Sheptoff Financial Planning’s VersaBank VBNK Stock Holding History

Mark Sheptoff 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
2025
Q1 		– Sell
-16,000
Closed -$222K – 466
2024
Q4 		$222K Buy
16,000
+5,700
+55% +$87.5K 0.12% 88
2024
Q3 		$137K Buy
+10,300
New +$125K 0.07% 109

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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Mark Sheptoff Financial Planning's VBNK Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of VersaBank (VBNK) in Q1 2025, closing a stake of 16,000 shares — an estimated $222K sold.

Mark Sheptoff Financial Planning first reported a position in VBNK in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2024. 44 funds tracked by Wall St. Rank hold VBNK as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining VersaBank position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 16,000 VersaBank shares in Q1 2025, an estimated $222K.
  • Mark Sheptoff Financial Planning first reported a position in VersaBank in Q3 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's VersaBank position peaked at $222K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held VersaBank as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.