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Clearstead Advisors’s Unity Bancorp UNTY Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-1
Closed -$49 – 3253
2025
Q3 		$49 Hold
1
– – ﹤0.01% 2980
2025
Q2 		$48 Buy
+1
New +$43 ﹤0.01% 2676

Other funds holding UNTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Clearstead Advisors's UNTY Position: Q4 2025 in Review

Clearstead Advisors sold out of Unity Bancorp (UNTY) in Q4 2025, closing a stake of 1 share — an estimated $49 sold.

Clearstead Advisors first reported a position in UNTY in Q2 2025 and held it in 2 quarters. The position peaked at $49 in Q3 2025. 134 funds tracked by Wall St. Rank hold UNTY as of Q4 2025.

  • Clearstead Advisors reported no remaining Unity Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1 Unity Bancorp share in Q4 2025, an estimated $49.
  • Clearstead Advisors first reported a position in Unity Bancorp in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Unity Bancorp position peaked at $49 in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Unity Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.