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UNTY icon

Empowered Funds’s Unity Bancorp UNTY Stock Holding History

Empowered Funds’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 		$1.52M Sell
25,848
-24,000
-48% -$1.31M 0.01% 1321
2026
Q1 		$2.58M Buy
+49,848
New +$2.63M 0.02% 959
2025
Q4 		– Sell
-46,312
Closed -$2.26M – 1862
2025
Q3 		$2.26M Buy
46,312
+5,248
+13% +$267K 0.02% 854
2025
Q2 		$1.93M Buy
41,064
+3,608
+10% +$156K 0.02% 838
2025
Q1 		$1.52M Buy
37,456
+2,524
+7% +$114K 0.02% 853
2024
Q4 		$1.52M Buy
34,932
+1,629
+5% +$68.3K 0.02% 833
2024
Q3 		$1.13M Buy
33,303
+1,608
+5% +$52.2K 0.02% 866
2024
Q2 		$937K Buy
31,695
+2,160
+7% +$58.4K 0.02% 881
2024
Q1 		$815K Buy
29,535
+2,100
+8% +$58.6K 0.01% 954
2023
Q4 		$812K Buy
27,435
+2,389
+10% +$61.5K 0.02% 850
2023
Q3 		$587K Buy
25,046
+2,054
+9% +$50.8K 0.02% 859
2023
Q2 		$542K Buy
+22,992
New +$522K 0.02% 795

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

Empowered Funds's UNTY Position: Q2 2026 in Review

Empowered Funds reduced its Unity Bancorp (UNTY) stake by 48% in Q2 2026, selling an estimated $1.31M and leaving 25,848 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #1321.

Empowered Funds first reported a position in UNTY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.58M in Q1 2026. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • Empowered Funds held 25,848 shares of Unity Bancorp worth $1.52M as of Q2 2026.
  • Empowered Funds sold 24,000 Unity Bancorp shares in Q2 2026, an estimated $1.31M.
  • Unity Bancorp made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1321 holding.
  • Empowered Funds first reported a position in Unity Bancorp in Q2 2023 and has held it in 12 quarters since.
  • Empowered Funds's Unity Bancorp position peaked at $2.58M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.