BWA
UNTY icon

Basecamp Wealth Advisors’s Unity Bancorp UNTY Stock Holding History

Basecamp Wealth Advisors’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 		$763 Buy
13
+3
+30% +$164 ﹤0.01% 1567
2026
Q1 		$518 Buy
+10
New +$527 ﹤0.01% 1716

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

Basecamp Wealth Advisors's UNTY Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Unity Bancorp (UNTY) stake by 30% in Q2 2026, buying an estimated $164 and bringing the position to 13 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Basecamp Wealth Advisors first reported a position in UNTY in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Basecamp Wealth Advisors held 13 shares of Unity Bancorp worth $763 as of Q2 2026.
  • Basecamp Wealth Advisors bought 3 Unity Bancorp shares in Q2 2026, an estimated $164.
  • Unity Bancorp made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1567 holding.
  • Basecamp Wealth Advisors first reported a position in Unity Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.