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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
2026
Q2 		$118 Buy
+2
New +$109 ﹤0.01% 3331
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 $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 $3.38T AUM 44.17% 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

Clearstead Advisors's UNTY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Unity Bancorp (UNTY) in Q2 2026: 2 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #3331 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UNTY as recently as Q3 2025.

Clearstead Advisors first reported a position in UNTY in Q2 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Clearstead Advisors held 2 shares of Unity Bancorp worth $118 as of Q2 2026.
  • Unity Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Unity Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3331 holding.
  • Clearstead Advisors first reported a position in Unity Bancorp in Q2 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.