Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Versabank New (VBNK)

44 + Investors. Track Smart Money conviction in VBNK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — VBNK

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VBNK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
44 funds currently hold this stock — 90% of the 3.0-year high of 49 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VBNK is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

20 buying26 selling
Last quarter: 26 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 9 → 8 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 36% medium ■ 14% new
22 out of 44 hedge funds have held VBNK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 5 → 9 → 8 → 3 new funds/Q
New funds entering each quarter: 5 → 9 → 8 → 3. VBNK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 50% veterans vs 25% newcomers

■ 50% veterans ■ 25% 1-2yr ■ 25% new
Entry-cohort mix of 44 holders: 22 (50%) are 2+ year veterans, 11 entered 1–2 years ago, and 11 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
16 of 44 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VBNK

In 2026 Q1, 20 hedge funds were net buyers of VBNK (3 opened a new position, 17 added to an existing one), while 26 reduced or exited (18 trimmed, 8 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in VBNK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 44.

Hedge Fund Ownership: VBNK

How many hedge funds hold VBNK — quarterly history vs. share price
Quarterly hedge fund ownership of VBNK vs. share price

Market Analysis: VBNK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBNK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Versabank New (VBNK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VBNK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
VBNK
nan%
XLF
+8.5%

VBNK outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VBNK
nan%
XLF
+4.8%

Since the filing became public, VBNK outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: VBNK
44 + Investors

Track Smart Money conviction in VBNK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 49 -10.2%
13F Shares 12M 11M 6.15%
Total Value $162M $163M -0.14%
New Positions 3 8 -5
Increased Positions 17 12 +5
Closed Positions 8 6 +2
Reduced Positions 18 19 -1
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VBNK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VBNK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VBNK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mendon Capital Advisors Corp 5.19% 945,241 $13.4M
2 Rosenthal | Henry Capital Advisors, Inc. 2.12% 131,426 $2.2M
3 Pacific Ridge Capital Partners, LLC 1.81% 590,013 $8.4M
4 Cox Capital Mgt LLC 1.71% 181,194 $2.6M
5 Pembroke Management, LTD 1.44% 704,776 $10.0M
6 Mudita Advisors LLP 0.59% 202,925 $2.9M
7 Consultiva Wealth Management, CORP. 0.53% 13,000 $184K
8 ELCO Management Co., LLC 0.46% 67,287 $953K
9 Curi Capital, LLC 0.20% 805,084 $11.4M
10 Kennedy Capital Management LLC 0.11% 360,159 $5.1M
11 Tcw Group Inc 0.08% 711,277 $10.1M
12 Corsair Capital Management, L.P. 0.05% 24,511 $347K
13 K2 Principal Fund, L.P. 0.03% 29,982 $425K
14 Cibc World Market INC. 0.03% 1,189,057 $16.9M
15 Connor, Clark & Lunn Investment Management Ltd. 0.02% 533,026 $7.6M
16 Connors Investor Services Inc 0.02% 12,555 $178K
17 Alliancebernstein L.P. 0.01% 2,972,394 $44.5M
18 TD Waterhouse Canada Inc. 0.01% 186,816 $2.6M
19 TD Asset Management Inc 0.01% 440,200 $6.3M
20 Renaissance Technologies LLC 0.00% 112,700 $1.6M
21 National Bank of Canada /Fi/ 0.00% 145,689 $2.1M
22 Stifel Financial Corp 0.00% 97,917 $1.4M
23 Wellington Management Group LLP 0.00% 321,279 $4.6M
24 Marshall Wace, LLP 0.00% 34,718 $492K
25 Sei Investments Co 0.00% 36,578 $518K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Versabank New (VBNK)

What does the Smart Money Trend signal show for VBNK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VBNK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VBNK?

More sellers than buyers — 43% buying: Last quarter: 26 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VBNK holders?

Strong quality — 38% AUM from major funds: 16 of 44 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VBNK?

50% of holders stayed for 2+ years: 22 out of 44 hedge funds have held VBNK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Versabank New (VBNK) following the 2026 Q1 hedge fund 13F filings?

As of today, VBNK has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VBNK has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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