Creative Planning’s Unity Bancorp UNTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$389K Buy
6,630
+2,462
+59% +$134K ﹤0.01% 3383
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

Creative Planning's UNTY Position: Q2 2026 in Review

Creative Planning increased its Unity Bancorp (UNTY) stake by 59% in Q2 2026, buying an estimated $134K and bringing the position to 6,630 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Creative Planning first reported a position in UNTY in Q4 2015 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Creative Planning held 6,630 shares of Unity Bancorp worth $389K as of Q2 2026.
  • Creative Planning bought 2,462 Unity Bancorp shares in Q2 2026, an estimated $134K.
  • Unity Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3383 holding.
  • Creative Planning first reported a position in Unity Bancorp in Q4 2015 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.