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 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 $309B AUM 23.92% 1-Year Est. Return

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Stifel Financial's VBNK Position: Q1 2026 in Review

Stifel Financial increased its VersaBank (VBNK) stake by 2.4% in Q1 2026, buying an estimated $35K and bringing the position to 97,917 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Stifel Financial first reported a position in VBNK in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.8M in Q1 2025. 43 funds tracked by Wall St. Rank hold VBNK as of Q1 2026.

Stifel Financial held 97,917 shares of VersaBank worth $1.39M as of Q1 2026.
Stifel Financial bought 2,282 VersaBank shares in Q1 2026, an estimated $35K.
VersaBank made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2216 holding.
Stifel Financial first reported a position in VersaBank in Q4 2021 and has held it in 10 quarters since.
Stifel Financial's VersaBank position peaked at $1.8M in Q1 2025.
43 funds tracked by Wall St. Rank held VersaBank as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.