Stifel Financial’s VersaBank VBNK Stock Holding History

Stifel Financial’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	$2.18M	Sell	93,736 -4,181	-4%	-$75.4K	﹤0.01%	2009
2026 Q1	$1.39M	Buy	97,917 +2,282	+2%	+$35K	﹤0.01%	2216
2025 Q4	$1.43M	Buy	95,635 +234	+0.2%	+$2.95K	﹤0.01%	2192
2025 Q3	$1.16M	Buy	95,401 +295	+0.3%	+$3.41K	﹤0.01%	2303
2025 Q2	$1.08M	Sell	95,106 -78,554	-45%	-$858K	﹤0.01%	2283
2025 Q1	$1.8M	Buy	173,660 +91,735	+112%	+$1.14M	﹤0.01%	1840
2024 Q4	$1.13M	Buy	+81,925	New	+$1.26M	﹤0.01%	2175
2022 Q4	–	Sell	-107,500	Closed	-$750K	–	3380
2022 Q3	$750K	Buy	107,500 +4,000	+4%	+$29.5K	﹤0.01%	2163
2022 Q2	$753K	Sell	103,500 -3,000	-3%	-$27.9K	﹤0.01%	2208
2022 Q1	$1.21M	Hold	106,500	–	–	﹤0.01%	1970
2021 Q4	$1.27M	Buy	+106,500	New	+$1.29M	﹤0.01%	1943

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

Stifel Financial's VBNK Position: Q2 2026 in Review

Stifel Financial reduced its VersaBank (VBNK) stake by 4.3% in Q2 2026, selling an estimated $75.4K and leaving 93,736 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Stifel Financial first reported a position in VBNK in Q4 2021 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold VBNK as of Q2 2026.

Stifel Financial held 93,736 shares of VersaBank worth $2.18M as of Q2 2026.
Stifel Financial sold 4,181 VersaBank shares in Q2 2026, an estimated $75.4K.
VersaBank made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2009 holding.
Stifel Financial first reported a position in VersaBank in Q4 2021 and has held it in 11 quarters since.
53 funds tracked by Wall St. Rank held VersaBank as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.