C
UNTY icon

Covestor’s Unity Bancorp UNTY Stock Holding History

Covestor’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 		$1K Sell
15
-1
-6% -$55 ﹤0.01% 2368
2026
Q1 		$1K Sell
16
-13
-45% -$685 ﹤0.01% 2161
2025
Q4 		$2K Buy
29
+5
+21% +$249 ﹤0.01% 1963
2025
Q3 		$1K Hold
24
– – ﹤0.01% 2196
2025
Q2 		$1K Sell
24
-4
-14% -$172 ﹤0.01% 2111
2025
Q1 		$1K Sell
28
-29
-51% -$1.31K ﹤0.01% 2117
2024
Q4 		$3K Buy
57
+11
+24% +$461 ﹤0.01% 1832
2024
Q3 		$2K Buy
46
+37
+411% +$1.2K ﹤0.01% 1862
2024
Q2 		$0 Sell
9
-1
-10% -$27 ﹤0.01% 2785
2024
Q1 		$0 Buy
+10
New +$279 ﹤0.01% 2770
2023
Q4 		– Sell
-1
Closed -$26 – 2746
2023
Q3 		$0 Sell
1
-75
-99% -$1.85K ﹤0.01% 2742
2023
Q2 		$2K Sell
76
-61
-45% -$1.39K ﹤0.01% 1878
2023
Q1 		$3K Buy
137
+43
+46% +$1.1K ﹤0.01% 1715
2022
Q4 		$3K Buy
94
+79
+527% +$2.17K ﹤0.01% 1727
2022
Q3 		$0 Buy
+15
New +$412 ﹤0.01% 2638

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

Covestor's UNTY Position: Q2 2026 in Review

Covestor reduced its Unity Bancorp (UNTY) stake by 6.3% in Q2 2026, selling an estimated $55 and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Covestor first reported a position in UNTY in Q3 2022 and has held it in 15 quarters since. The position peaked at $3K in Q4 2024. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Covestor held 15 shares of Unity Bancorp worth $1K as of Q2 2026.
  • Covestor sold 1 Unity Bancorp share in Q2 2026, an estimated $55.
  • Unity Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2368 holding.
  • Covestor first reported a position in Unity Bancorp in Q3 2022 and has held it in 15 quarters since.
  • Covestor's Unity Bancorp position peaked at $3K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.