Creative Planning’s Unity Bancorp UNTY Stock Holding History

Creative Planning’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 Q1	$216K	Sell	4,168 -87	-2%	-$4.58K	﹤0.01%	3675
2025 Q4	$220K	Sell	4,255 -740	-15%	-$36.9K	﹤0.01%	3480
2025 Q3	$244K	Buy	+4,995	New	+$254K	﹤0.01%	3310
2025 Q1	–	Sell	-97	Closed	-$4.23K	–	3732
2024 Q4	$4.23K	Buy	+97	New	+$4.07K	﹤0.01%	3420
2016 Q1	–	Sell	-395	Closed	-$4K	–	4538
2015 Q4	$4K	Buy	+395	New	+$3.75K	﹤0.01%	3810

Other funds holding UNTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's UNTY Position: Q1 2026 in Review

Creative Planning reduced its Unity Bancorp (UNTY) stake by 2% in Q1 2026, selling an estimated $4.58K and leaving 4,168 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Creative Planning first reported a position in UNTY in Q4 2015 and has held it in 5 quarters since. The position peaked at $244K in Q3 2025. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

Creative Planning held 4,168 shares of Unity Bancorp worth $216K as of Q1 2026.
Creative Planning sold 87 Unity Bancorp shares in Q1 2026, an estimated $4.58K.
Unity Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3675 holding.
Creative Planning first reported a position in Unity Bancorp in Q4 2015 and has held it in 5 quarters since.
Creative Planning's Unity Bancorp position peaked at $244K in Q3 2025.
133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.