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Allworth Financial’s Unity Bancorp UNTY Stock Holding History

Allworth Financial’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.3K Buy
1,572
+138
+10% +$7.53K ﹤0.01% 1992
2026
Q1 		$74.3K Buy
1,434
+21
+1% +$1.11K ﹤0.01% 2051
2025
Q4 		$73.1K Buy
1,413
+11
+0.8% +$548 ﹤0.01% 1945
2025
Q3 		$68.5K Hold
1,402
– – ﹤0.01% 1903
2025
Q2 		$66K Hold
1,402
– – ﹤0.01% 1779
2025
Q1 		$58.9K Hold
1,402
– – ﹤0.01% 1474
2024
Q4 		$67K Buy
+1,402
New +$58.8K ﹤0.01% 1439

Other funds holding UNTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's UNTY Position: Q2 2026 in Review

Allworth Financial increased its Unity Bancorp (UNTY) stake by 9.6% in Q2 2026, buying an estimated $7.53K and bringing the position to 1,572 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Allworth Financial first reported a position in UNTY in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Allworth Financial held 1,572 shares of Unity Bancorp worth $92.3K as of Q2 2026.
  • Allworth Financial bought 138 Unity Bancorp shares in Q2 2026, an estimated $7.53K.
  • Unity Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1992 holding.
  • Allworth Financial first reported a position in Unity Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.