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 Q3	$2.03M	Sell	91,533 -2,203	-2%	-$46.1K	﹤0.01%	2046
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

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Stifel Financial's VBNK Position: Q3 2026 in Review

Stifel Financial reduced its VersaBank (VBNK) stake by 2.4% in Q3 2026, selling an estimated $46.1K and leaving 91,533 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Stifel Financial first reported a position in VBNK in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.18M in Q2 2026. 28 funds tracked by Wall St. Rank hold VBNK as of Q3 2026.

Stifel Financial held 91,533 shares of VersaBank worth $2.03M as of Q3 2026.
Stifel Financial sold 2,203 VersaBank shares in Q3 2026, an estimated $46.1K.
VersaBank made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2046 holding.
Stifel Financial first reported a position in VersaBank in Q4 2021 and has held it in 12 quarters since.
Stifel Financial's VersaBank position peaked at $2.18M in Q2 2026.
28 funds tracked by Wall St. Rank held VersaBank as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.